7120 results found

1. Placeholder for a field : Ev2

   Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

   4 votes

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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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2. live web document without having to assign 'Role

   live web document without having to assign 'Role'

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3. accept payment via Paypal subscription
   4 votes

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4. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

   update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

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5. add product Tax on the Deal Products in pipedrive

   ability to add product Tax on the Deal Products level in PD template

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6. Keep Content Library item settings the same when inserting into Document

   When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

   4 votes

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   Idea  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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7. change recipients like in ev1 for ev2
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   Idea  ·  0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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8. Import product data from a .csv directly to a document or template.
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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. Copper

   Native integration with Copper

   4 votes

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10. Microsoft Dynamics Discount option

    Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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11. Reporting - Export filtered recipient who hasn't sign on document
    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Document Forwarding Checkbox

    When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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13. Add indicator for expiring soon documents

    I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    •  

    4 votes

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14. Video before the document displays

    Option to get a video to automatically pop up when a client opens the agreement

    4 votes

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15. ACH payments for Australia accounts in AUD
    4 votes

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16. Pull different products from Salesforce into different sections of a pricing table
    4 votes

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17. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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18. Document Sequence variable
    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    Use the sequence variable to populate the sequence number

19. Use customer name and address and not billing email in Quickbook Payments
    4 votes

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20. Sort contant library items alphabetically (when editing a doc)
    4 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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