7169 results found
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Presentation mode while being able to edit from the background
Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.
4 votes -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
4 votes -
Option to create expandable text blocks / Option to expand and collapse text blocks
Option to make a text block expandable if the content is too large.
4 votes -
Home: waiting for others tab for all documents within workspace
Option to have Waiting for others tab for all documents within workspace
4 votes -
4 votes
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Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).
4 votes -
Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
4 votes -
Smart content value pass through Zapier
Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content
4 votes -
Stripe: enter coupon in the checkout
Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.
4 votes -
Map line items to a table block
Map line items to a table block via Zapier and/or native integrations.
4 votes -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes -
Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?4 votes -
MS word feature [excess text will go on next page]
MS word feature [excess text will go on next page]
4 votes -
Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
4 votes -
4 votes
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Automations: Attach PDF to Zendesk sell when PandaDoc document status changed
Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed
4 votes -
Option to revert the transfer of document ownership
- Will allow the user to be able to recall / revert the transfer of document ownership
4 votes -
Automation: Moving Sent or Completed Documents to a Selected Folder Across Workspaces
Moving sent or completed documents to a selected folder across workspaces
4 votes -
Home: change tabs order
Option to reorder tabs at Home
4 votes -
Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- Delete document that was originally created in Step 2
As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.
4 votes
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