6246 results found

1. Conditional Fields: Smart Formatting

   Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.

   3 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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2. Quite builder: show the contract total value before tax

   Currently, if you are using recurring products, it only shows the total before tax for the initial payment, not the whole contract value.

   3 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. change the document status automatically from expired to declined

   change the document status automatically from expired to declined

   3 votes

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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4. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

   Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

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   1 comment  ·  Automations  ·  Delete…  ·  Admin →
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5. [Salesforce] option to assign an approver for the document from SF

   I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce

   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Quote builder: ability to show vertical lines (borders) in the table view layout

   Ability to show vertical column lines to a quote

   3 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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7. Update Salesforce opportunity when the first recipient signs the document

   Update Salesforce opportunity when the first recipient signs the document

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Payment Integration with The Merchant Source

   Payment Integration with The Merchant Source

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. Integration with Flywire

   Payment Integration with Flywire

   3 votes

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   1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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10. Suggest edits on uploaded documents

    Suggest edits on uploaded documents

    3 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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11. Smart Forms Send via text (SMS)
    3 votes

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    1 comment  ·  Forms  ·  Delete…  ·  Admin →
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12. Reporting: show the signature date of each recipient

    Reporting: show the signature date of each recipient

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Unhide cost column by default

    Unhide the cost column by default

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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14. add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)

    Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Custom Role - restrict usage of reminders

    Custom Role - restrict usage of reminders

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. Decline document button for UI more obvious for recipients

    Make decline document button more obvious in the UI

    3 votes

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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17. Add cash as a payment option

    Add cash as a payment option

    3 votes

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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18. Centralized storage for the files recipients add to the 'Collect Files' field
    3 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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19. Add the image URL to a variable and then the image will load as the variable once the document is created from the template

    Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. Hyperlink attachments within documents for quick navigation

    Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    3 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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