7196 results found

1. analytics activity - viewed

   My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Yes or no option as a fillable field

   yes or no option as a fillable field

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. A pop up to place form fields when uploading pdfs to the Content Library
   2 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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4. Set Exclusion Rules for Salesforce Status Triggers

   Set Exclusion Rules for Salesforce Status Triggers

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. The option to have the status of a deal changed in Fresh CRM once a document changes its status
   2 votes

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6. Conditionally display fields mapped over from salesforce

   specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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7. Bulk send feature for forms similar to the feature for the documents.

   Bulk send feature for forms similar to the feature for the documents.

   2 votes

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   0 comments  ·  Forms  ·  Delete…  ·  Admin →
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8. Ability to update 'grand_total" using API.

   It would be helpful to have the ability to update 'grand_total" in a document using API

   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. zoom functionality to the embedded iframe

   • Will allow the user to use zoom functions in embedded IFrame
   2 votes

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10. [QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.

    To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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11. Generate report on the time of document signing

    Ability to generate a report on the time when the document was signed

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Send a pdf of a completed document to approvers
    2 votes

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    0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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13. Ability to view the background image within the page properties.

    Ability to view the background image within the page properties.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Checklist for Completed Items

    Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    Creating tasks in Rooms

15. Ability to add comments to Audit trail

    Ability to add comments to Audit trail

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Edit the email of the sent document then auto resend it after it was changed

    Edit the email of the sent document then auto resend it after it was changed

    2 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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17. Bundle document in Salesforce PandaDoc module

    Ability to click on the "+ Document" option in Salesforce's PD module

    •  

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Option to filter documents without tags
    2 votes

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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19. Fix Bug: Number formatting wrong in PDF export

    When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. Pass cost with Hubspot product mapping
    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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