6100 results found
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Download the PDF as separate files via Zapier when the document is bundled
Download the PDF as separate files via Zapier when the document is bundled
2 votes -
Streak CRM
integration and automations with Streak CRM
2 votes -
Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
2 votes -
2 votes
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import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
add shared template as an option when selecting template in automations setup
add shared template as an option when selecting template in automations setup
2 votes -
Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
Ability to turn off pre-made content library items
I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.
2 votes -
Edit the department options that appear when new users join PandaDoc
Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.
2 votes -
Expose a variable to Zapier without setting it as a text block on the document itself
Option to pass values from variables that are not used in a document to Zapier.
2 votes -
Pull SFDC products upon bundling
Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.
The idea is to trigger products fetching event after the bundling event.
2 votes -
2 votes
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2 votes
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Automatically fill a date field once the approval workflow has been completed
Automatically fill a date field once the approval workflow has been completed
2 votes -
duplicate conditional fields with rules
duplicate conditional fields with rules across all pages
2 votes -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
2 votes -
Ability to scan template layouts
ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates
2 votes -
Drag both signature and date together (same time)
Would like the ability to add the signature and date at the same time
2 votes -
Assign Approvers for different teams
Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made
2 votes -
Ability to choose on the template level which pricing table defaults as the document value
Ability to choose on the template level which pricing table defaults as the document value
2 votes
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