7353 results found
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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!
4 votes -
Sort Contacts by Last name In PD contacts
Client would like to be able to sort PandaDoc contacts by last name in alphabetical order
4 votes -
Block user trying to get access to workspace
Block user trying to get access to workspace
4 votes -
4 votes
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lock content library item
a way to lock certain content library items from people even being able to click into, etc
4 votes -
4 votes
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4 votes
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Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
4 votes -
4 votes
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4 votes
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Image Layout in EV2
To have the image layout from EV1 to be available in EV2.
4 votes -
Create a Video Links Library
It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.
4 votes -
Tags For Documents Made From Template/Uploaded
To have the option to sort documents made from templates or uploaded
4 votes -
4 votes
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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
4 votes -
2 way sync for Freshsales
are we able to trigger updates to the deal stage once the pandadoc has been signed?
4 votes -
Add Shipping Cost as an option in pricing table row
Ability to add a shipping cost row into the total of the pricing table.
4 votes -
4 votes
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Retroactively Attach PDF in Salesforce Opportunity
Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.
4 votes -
4 votes
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