7325 results found
-
2 votes
-
Option to rearrange / reorder the documents in the documents list
option to move the documents in the list
2 votes -
2 votes
-
2 votes
-
2 votes
-
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 -
disable data merge by default in pricing table when salesforce is enabled
disable data merge option by default in pricing table when salesforce is enabled
2 votes -
Sign to accept privacy of proposal and then see full details
I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.
2 votes -
reply email comment
I would like the email notifications to be able to accept replies and post the comments back into the document
2 votes -
2 votes
-
Move more than one folder with document to another folder
It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders
2 votes -
2 votes
-
2 votes
-
Role Options for Upload File via HubSpot
Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.
2 votes -
Scroll through the TOC
Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.
2 votes
- Don't see your idea?