7425 results found
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Import from CRM for SFDC CPQ
Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap
1 vote -
Ability to download a csv on all active Forms responses
Option to download responses from multiple forms at the same time
1 vote -
Post Bulk send - Email a csv extract to the account email id with Recipient links and all the data variables.
Lot of firms use Mail merge, GMASS and other automations which require Links and variables.
It will great if PandaDoc team can generate a CSV output of Recipient Links after sending a Bulk send . One can receive csv extract to the account email id with Recipient links and all the data variables if any.
The values and link can be further utilised in other automation
1 vote -
HTML to IMG - API
'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc
1 vote -
Page layout UX improvements
Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.
1 vote -
Thumbnail/preview on recipient analytics on mobile app
add a thumbnail preview underneath the percentage of time spent to know what slide that is.
1 vote -
Profit&Margin permissions: limit access for certain users
Ability to hide the purchase and margin option for certain users.
1 vote -
quick reminder button right from document list viewing by status
When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc
1 vote -
set optional item in PipseDrive
Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically
1 vote -
Pipedrive upload PDF of documents other than Completed in History
Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status
1 vote -
Send via SMS on mobile app
Option to send via SMS on Mobile app
1 vote -
Edit how Comments are shown
Have the ability to change how, when, and the names from commentors are displayed when editing template
1 vote -
Lock Template roles
Have the ability to lock Template Roles. Users can edit template but not edit the roles
1 vote -
Multiple Initial options but requiring only one of them to filled out
In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial
1 vote -
Edit Signer information after signed
Ability to change signer information (Change or add e-mail address) after signing the document.
1 vote -
1 vote
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Edit template in automation
Ability to edit template without creating a new automation. Edit "When" not just "Then" section.
1 vote -
Filter timeline by user
Ability to filter the timeline by user/document owner.
1 vote -
Edit Company Name in all contacts
Have the ability to search by company in Contacts and edit company name in all contacts
1 vote -
Salesforce formula field - using a dynamic Template + Opportunity for document name
For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used
1 vote
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