6473 results found
-
[Bulk Action] Download Notarizations
The ability to download notarizations in bulk.
1 vote -
Payment Gateway Toggle in a Document
As a Operations Manager, I'd like to be able to allow my team to toggle payment gateways when creating proposals. For example, proposals with smaller amounts but are subscriptions to be paid by Stripe. Larger one-off contracts to be paid with Quickbooks. This would allow me to get better terms and improve scalability.
1 vote -
1 vote
-
Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API
Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.
1 vote -
Workbooks
Integration with workbooks
1 vote -
Hide empty rows from a table automatically
A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.
1 vote -
Option to Disable Saving Template Everytime I send a document.
One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.
1 vote -
align the title in the center on the cover page automatically
align the title in the center on the cover page automatically
1 vote -
1 vote
-
Product Catalog - Ability to display video or a preview and not just a hyperlink
Product Catalog - Ability to display video or a preview and not just a hyperlink
1 vote -
Hidden notes field for a product
I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.
1 vote -
add thumbnail when the document is shared via a link
add thumbnail when the document is shared via a link
1 vote -
Ability to set up automatic PandaDoc password expiration.
Ability to set up automatic PandaDoc password expiration.
1 vote -
1 vote
-
1 vote
-
Check box
An ability to limit a user in clicking check boxes
1 vote -
Hide read/signed documents in inbox
It would be more helpful if only the ones that needed to be signed shows in the inbox
1 vote -
Add Custom Fonts to Company Branding
As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.
Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.
1 vote -
Group users by country or custom property for billing
Group users by country or custom property for billing and then report on those segments
1 vote -
Autofill signature if it was captured on another platform
Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)
1 vote
- Don't see your idea?