7127 results found
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Create Logic in Variable choices in a document based on products
I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…
4 votes -
4 votes
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Hidden Documents
It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.
4 votes -
4 votes
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4 votes
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4 votes
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Annotated images
It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.
The attached image would demonstrate a method of doing this.
4 votes -
Restrict ability to add blocks/new content to a document
Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.
4 votes -
Ability to disable the emails that are coming upon user invitation in SSO.
Ability to disable the emails that are coming upon user invitation in SSO.
4 votes -
The ability to map fields in Salesforce from a quote to the total section of the pricing table.
For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.
4 votes -
Ability to rename the document sequence.
Ability to rename the document sequence.
4 votes -
Ability to show price with discount and extended price
configure the pricing table, to show price with discount and extended price column.
4 votes -
When bulk downloading ZIP file, each pdf name should match the csv document title.
When bulk downloading ZIP file, each pdf name should match the csv document title.
4 votes -
disable email forwarding
ability to disable document forwarding for public view.
4 votes -
Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot
From a customer, "you should be able to put a label on a variable".
4 votes -
Update Contacts via mobile app
Ability to update the contacts list via mobile application!
4 votes -
4 votes
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Save payment information while duplicating a document
When duplicating a document, to preserve the information (payment data).
It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
example: A completed agreement for an event with the number of guests, deposit, and date.
Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.4 votes -
Field size adjustment shortcut keys
Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.
4 votes -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…4 votes
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