6551 results found
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Daylite CRM
Native integration with Daylite CRM
1 vote -
Alert when the document's name already exist on the account
system to detect that a quote name already exists, so it gives us an alert or something
1 vote -
Text field with point forms
Point form such as
1.
1.1
1.22.
2.1
2.21 vote -
No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote -
Add the option to make the 'Collect Files' content block inaccessible to clients.
This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.
We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.
1 vote -
automatically bold/italicize once the signing party inputs value
automatically bold/italicize once the signing party inputs value
1 vote -
adding up numbers in columns rather than rows
adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally
1 vote -
1 vote
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restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
1 vote -
1 vote
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1 vote
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Linked Content / Content Version Management
Its great to have the file upload option form online storage.
As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.
This would save users time transferring files and PandaDoc paying for additional storage capacity.
It could also allow for content versions to be managed externally.
For example
1. you have a partners logo pdf on Box.Net
2. this is linked in all the templates you want it to be shown
3. if…1 vote -
1 vote
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Context menu on pricing table
Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.
1 vote -
Assigning Sections of Document to Internal Team
Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.
1 vote -
Remove card details field for users
Have the option to remove/hide card details field for users to add to docs.
1 vote -
SFDC - Prevent document based on a field or stage
Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.
1 vote -
Color Code Tabs
I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.
1 vote -
automatically print completed Documents
Allow to set up automatic printing of the document in the web app
1 vote -
1 vote
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