7423 results found
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Ability to autopopulate variables with the info from the specified document
Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.
6 votes -
Split the document value
The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.
6 votes -
6 votes
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Content in reporting
Include document content in reporting (products, tokens, etc).
6 votes -
Headings auto-numbering for cover page
Headings auto-numbering doesn't work on cover page
6 votes -
6 votes
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"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
6 votes -
Default custom theme for Ev2
Default theme for Ev2 in Settings.
6 votes -
Pass line item description formatting from SFDC
Pass the complex line item description formatting from Salesforce to PandaDoc
6 votes -
Audio Clip Upload
Ability to upload audio files like mp4 to PandaDoc documents
6 votes -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
6 votes -
Internal timeline and reminders for teams collaborating on a document
Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.
6 votes -
6 votes
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6 votes
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Delayed charge for an invoice
Collect a payment and have it charged like a week later?
6 votes -
6 votes
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[Bulk action] Add tags to many templates in one click
Add tags to many templates in one click
6 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
Save alignment for content blocks added to Content Library
I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?
6 votes -
Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)
Warn document creators that information required by them for fields is missing when sending documents.
6 votes
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