7139 results found
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Ability to lock recipient configuration
The administrator could restrict workspace users from changing some recipients when sending documents.
2 votes -
Complete a conditional field (as a Signature), before being able to download an attachment
Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.
2 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
2 votes -
Export the list of templates per workspace
export template title list per workspace
2 votes -
2 votes
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Editor fields navigation
Allow to navigate through the fields in document draft/templ
2 votes -
2 votes
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2 votes
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Option to rearrange / reorder the documents in the documents list
option to move the documents in the list
2 votes -
2 votes
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2 votes
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2 votes
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Include custom fields when adding a new item
When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.
2 votes -
Customer and Product Driven Discount Tables
Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.
i.e. Custom Field for catalog item "Product Code" = "Accessory"
In the pricing table pull in product code and extend discounted net based on customer.
Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.2 votes -
Change checkbox fields values to numerical instead of true/false in a zap
option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier
2 votes -
Send pdf download option in e-mail
Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed
2 votes -
Approvers names appear as the names not as icons only
able to see approvers names when checking documents from the Documents list (dashboard)
currently you can see only icons and the names when you click on the icon2 votes -
LACRM
Integration with LACRM
2 votes -
Add document links to Pipedrive (any CRM record)
Allow to add document links (link-sharing) to the respective records, to make emaling them easier.
2 votes -
Delete Document within CRM iframe
The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time
2 votes
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