7510 results found

1. Prompt a warning before deleting content library items used in smart content blocks

   There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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2. Option to setup different pricing for recurring charges

   Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

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   1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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3. Merge columns in a table

   right now you can only merge rows but not columns

   6 votes

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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4. Abilty for eforms to use gathered data and automatically use it on a document
   6 votes

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   1 comment  ·  Forms  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,
   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!

   Smart Forms

5. Add the recipient's link to the corresponding Salesforce opportunity

   Link the recipient signing link to the corresponding Salesforce opportunity

   6 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Bulk send already created draft documents

   Bulk send already created draft documents

   6 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Mark document as Void and resend

   Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. 2-way sync with Netsuite

   Current capabilities: https://support.pandadoc.com/hc/en-us/articles/12459280745879-NetSuite#h_01H2TZGZNRK667R44MMR641C1P

   6 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. Keep the formatting when importing Google Doc

   Keep the formatting when importing Google Doc

   6 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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10. Add hourly billing type to catalog products.

    Add hourly billing type to catalog products.

    6 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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11. Edit sent document via API

    Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Delete…  ·  Admin →
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12. Document bundling: option to mass update documents/templates

    Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. White-labeling: Use workspace name as a sender

    Use workspace name as a sender when using white-labeling

    6 votes

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    1 comment  ·  Other  ·  Delete…  ·  Admin →
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14. Fillable field response notification

    The ability to become notified when a recipient marks a specific field with a specific option.

    "For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"

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    2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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15. Approval workflow based on workspaces

    It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

    This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

    6 votes

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    1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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16. Ability to add a custom field column in a Report (such as fields used with integrations)

    Ability to add a custom field column in a Report (such as fields used with integrations)

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Disable removing recipients in CC

    Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Custom role ability to create automations

    Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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19. Extract data from the document

    Customer would like the ability to extract data from the actual content of the document

    6 votes

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    1 comment  ·  Other  ·  Delete…  ·  Admin →
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20. customize SMS verification

    customize SMS verification

    6 votes

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    1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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