7694 results found
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Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
20 votes -
Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
20 votes -
Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table
Auto-sort from highest price to lowest in the pricing table.
20 votes -
20 votes
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Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
19 votes -
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
19 votes -
Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}19 votes -
More comprehensive pricing table design settings
Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table
19 votes -
Option for column totals in the pricing table
Option for column totals in the pricing table
19 votes -
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
19 votes -
Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
19 votes -
19 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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19 votes
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Mass export variables
Ability to mass export variables list from the document or the template.
19 votes -
Sign on Behalf: When Original Signer is OOO
Ability to allow someone else to sign a document if the original signer is out of office,
19 votes -
Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
19 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
19 votes -
Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 votes -
Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 votes -
Table Design
Option to only highlight certain lines in a table, not the entire border.
19 votes
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