7370 results found
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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 -
Mobile App: Sync phone contacts with PandaDoc app
Allow to sync and import contacts from the mobile device
1 vote -
Ability to adjust image quality
Some clients may be working with slow/unreliable internet speeds and would rather have a fast loading, low-quality image render in the docs
1 vote -
zapier multiple senders
Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.
1 vote -
Etapestry
Iintegration with Etapestry
1 vote -
1 vote
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pricing table <1
For example, be able to type .5 without having to type 0.5
1 vote -
BombBomb
Integrations with QB, Bomb bomb
1 vote -
CRA requires special compliance
CRA Canadian revenue association that requires special compliance
1 vote -
collect customer information at the point of sale
collect customer information at the point of sale to be used in the creation of customer profiles and consequently in marketing
1 vote -
built in payments
They are looking for a solution with payments built in
1 vote -
Allow individuals outside the workspace and PandaDoc to be able to review documents (not approval workflow)
For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.
1 vote -
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 -
Support Vidyard custom links to paste videos
support vidyard custom links (available on the Enterprise plan)
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 exampleyou have a partners logo pdf on Box.Net
this is linked in all the templates you want it to be shown
if you change partners
…1 vote -
Dynamically pull images/field data from LogicGate program
Dynamically pull images/field data from LogicGate program
1 vote
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