6501 results found

1. 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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2. change recipients like in ev1 for ev2
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   Idea  ·  0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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3. 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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4. Copper

   Native integration with Copper

   4 votes

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5. Microsoft Dynamics Discount option

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

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

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7. 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.

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8. Pull different products from Salesforce into different sections of a pricing table
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9. Braintree

   Ability to use braintree as a payment gateway

   4 votes

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10. Document Sequence variable
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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

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

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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12. Approve document in mobile app - Editor 2
    4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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13. Tag several documents at once
    4 votes

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14. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

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15. default option to make items optional or qty editable in the pricing table
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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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16. EV2. Border and footer header on all sides
    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
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18. customize triggers for Zapier setup
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19. Adding different prices for one item in catalog
    4 votes

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20. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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