6788 results found
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Filter criteria for the dashboards view per date range
Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?
13 votes -
Multiple Workflow options & conditional workflow
The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.
13 votes -
Czech Localization
Offer the PandaDoc application in Czech.
13 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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13 votes
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Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
13 votes -
Pre-filled forms
Prefill fields on the form when it opens.
13 votes -
Improve PDF output
The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.
13 votes -
Add item / product to catalog directly from the pricing table
One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.
13 votes -
Table headings
Ability to add a heading to the top of a table.
13 votes -
13 votes
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13 votes
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Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
13 votes -
Dashboard Approval
Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.
13 votes -
Moving rows from one pricing table to another pricing table
The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.
13 votes -
Borders for one row in a table
also how to add borders to only one row in a table. like the header row
13 votes -
Subtotal to be used more than once in the pricing table
Option to use subtotal twice in the pricing table
After a disocunt and after a VAT tax13 votes -
Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
13 votes -
Customize message in the Send Document box.
In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.
13 votes -
Download button
The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).
13 votes -
Content Library management
When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)
13 votes
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