7169 results found

1. Template & CRM Roles mapping: Autofill role with contact Email in Zoho

   Auto assign contact role when creating a document in zoho

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Wave

   can pandadoc to integrate with "Wave" an invoicing / payment platform

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. ability to share forms with another workspace
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   0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Kiosk mode

   Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. disable the inbox notification (red indicator)

   disable the inbox notification (red indicator)

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   0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Remove the document creator name in the document

   Ability to remove the doc creator name in the document that is being send to the recipients.

   "by <Creator Name>"

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Make it easier to open documents in the actual PandaDoc app

   I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!

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   Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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8. Localization issues ( Europe )

   language issues (date, position of the € sign).

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   Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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9. Block user trying to get access to workspace

   Block user trying to get access to workspace

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. Contract start date variable
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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11. lock content library item

    a way to lock certain content library items from people even being able to click into, etc

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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12. make PandaDoc fields fillable after doc is downloaded
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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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13. Upload Password Protected Files
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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. General setting to disable data merge
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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Sandbox environment for training purposes
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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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16. Image Layout in EV2

    To have the image layout from EV1 to be available in EV2.

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Subtotal for columns in Pricing Table
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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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19. Display tax percentage in pricing table for 2.0 (like it worked for 1.0)

    Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. 2 way sync for Freshsales

    are we able to trigger updates to the deal stage once the pandadoc has been signed?

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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