7108 results found
-
The ability to turn off the pop-up asking to save the document as template
Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.
7 votes -
allow recipients to choose a payment method
allow recipients to choose a payment method
7 votes -
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
7 votes -
Conditional recipients
It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].
7 votes -
Hide signatures from other signers
We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.
7 votes -
Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
7 votes -
calculate subtotal for 1 item in pricing table
calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.
7 votes -
PDF attach as files from Monday.com
get the PDF directly to Monday and not a link
7 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
-
Option on Mobile App to add Blocks
Option on Mobile App to add Blocks
7 votes -
7 votes
-
Bundles working with Salesforce
Should be possibility to start a bundle when creating a document bundle from Salesforce
7 votes -
Link documents to MS Dynamics CRM objects.
Link creation with MS Dynamics.
7 votes -
[Bulk Send] delivery report
After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc
7 votes -
Restrict downloading a PDF of a Form for recipients
Disable the ability for recipients to download forms
7 votes -
Connect to an account in Salesforce (not opportunity)
Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity
7 votes -
Highlight/ point out unassigned fields in the template/document
should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields
7 votes -
Workspace details via API
to get the pandadoc workspace from any api
7 votes -
7 votes
-
7 votes
-
Sum total before discounts while still showing discounts per line item
Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).
7 votes
- Don't see your idea?