7251 results found
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Ability to choose on the template level which pricing table defaults as the document value
Ability to choose on the template level which pricing table defaults as the document value
2 votes -
Create folders via API
Option to create folders via API
2 votes -
Salesforce: ability to pass recipient job title
Ability to pass recipient job title (add title to the recipients mapping)
2 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
2 votes -
2 votes
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Document value based on variable
Option to set document value based on variable
2 votes -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
Integrations with Asana - Asana form to automate drafting a Template
My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.
2 votes -
Set field placeholder language based on the recipient's language
Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.
2 votes -
Duplicate Automations with Duplicated Templates
When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.
2 votes -
Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes -
2 votes
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Ability to mass delete product images in the catalog without deleting product
Ability to mass delete product images in the catalog without deleting the products
2 votes -
Request for Quotation RFQ
Customer would like to have the feature to Request for Quotation RFQ from their clients
2 votes -
possibility of having the fields automatically relocate to the correct position when a new row is added
possibility of having the fields automatically relocate to the correct position when a new row is added
2 votes -
Make: keep the field empty in case there is no value to pass
Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".
2 votes -
2 votes
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Ability to collect deposit via Authorize net before completing the document
Option to collect a deposit from clients before they receive a finalized agreement. Flow: the client signs, pays and then we will sign.
2 votes -
Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes
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