7374 results found

1. Integration with AgencyBloc

   AgencyBloc (a CRM for insurance brokers)

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2. Epay - payment integration

   Epay - payment integration

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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3. Automatically highlight selected item in pricing table

   The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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4. Payment pop ups before clients have viewed the document

   Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

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5. Autofill date field with sending date

   autofill date field with sending date/date sent

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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6. HubSpot - 2 or more tokens in 1 fillable field for merge field section

   2 or more tokens in 1 fillable field for merge field section

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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7. Option to drag and drop PDF files directly from Nitro PDF Reader
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8. Automatically show custom columns when the product is added to the quote or pricing table

   Automatically show custom columns when the product is added to the quote or pricing table

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9. Add new role in the document

   add new role in the document

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. [HubSpot] map token value with the pricing table and calculate it
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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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11. Nicknames and Notes in Contacts

    Ability to add nicknames or notes in contact feature

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12. Payment integration with GoDaddy

    Payment integration with GoDaddy

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13. Enhanced Tagging System

    Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags associated with templates should transfer to generated documents, ensuring continuity and consistency in tagging throughout the content creation process.

    Benefits:

    Improved Content Management: With tags flowing seamlessly across content library items, templates, and documents, users can easily locate and update relevant content without manual re-tagging, enhancing overall efficiency.

    Consistency and Accuracy: By maintaining consistent tags throughout the content lifecycle, users can ensure accuracy and alignment with organizational standards, reducing the risk of discrepancies or errors.

    Scalability: Particularly beneficial for organizations handling large volumes of content, this enhanced tagging system supports scalability by simplifying the management of extensive libraries and templates.
    Implementation Considerations:

    User Interface Enhancements: Implement intuitive interfaces for tagging content at each stage, ensuring accessibility and ease of use for all users.

    Integration with Existing Features: Seamlessly integrate the enhanced tagging system with existing functionalities, minimizing disruptions to workflow and maximizing user adoption.

    Data Migration Support: Provide tools or processes to facilitate the migration of existing tags to the new system, enabling a smooth transition for current users.

    Conclusion:

    By implementing an enhanced tagging system that facilitates the flow of tags from content library items to templates and documents, we can significantly improve content management efficiency and ensure consistency across all stages of content creation. This feature enhancement aligns with our commitment to providing robust solutions that address the evolving needs of our users.

    Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags… more

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

14. Salesforce: integrate with Asset object

    Add Assets to the objects supported by the SFDC integration.

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15. create a link for collecting files from clients

    create a link for collecting files from clients

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Send completed document PDF only to a sender

    Sender receives the completed PDF but the other recipients do not

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Mobile app: match the web version functionality

    Ideally would like the mobil app to match the functionalities that are available on the browser in terms of creating & editing documents that would be sent for signature

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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18. Smart content: duplicate document and keep changes made to the added content

    Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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19. ConvertCalculator integration

    ConvertCalculator integration

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. Embed payment link

    embed payment link

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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