7424 results found
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Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
19 votes -
Option for column totals in the pricing table
Option for column totals in the pricing table
19 votes -
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
19 votes -
Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
19 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
19 votes -
19 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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19 votes
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Mass export variables
Ability to mass export variables list from the document or the template.
19 votes -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
19 votes -
Sign on Behalf: When Original Signer is OOO
Ability to allow someone else to sign a document if the original signer is out of office,
19 votes -
Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
19 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
19 votes -
Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 votes -
Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 votes -
Table Design
Option to only highlight certain lines in a table, not the entire border.
19 votes -
[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
19 votes -
Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Automations based on Forms
Automations based on Forms
18 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes
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