7113 results found
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Justify Text
Justify tex properly, there is an option but it does not change anything within the text.
6 votes -
Pricing Table Integration: Ability to automatically pull products from data merge as optional
Pricing Table Integration: Ability to automatically pull products from data merge as optional
6 votes -
Transfer data from multiple documents to a new document
The ability to transfer data from multiple documents to a new document.
6 votes -
Area Requirement: Make certain pages required to view/scroll through
Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required
6 votes -
Map pricing table items to Quickbooks products
Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.
6 votes -
General sharing link for a proposal
I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)
I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!
6 votes -
Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
6 votes -
Different types of signatures for the same person
Ability to use two different signatures for the same person (for example draw and type)
6 votes -
Using Shared Templates to Create Documents in CRM
Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.
6 votes -
ability to extend a dropdown field
ability to extend a dropdown field as it works with any other fields
6 votes -
6 votes
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Template Privileges
The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template
6 votes -
Collect files field: add download button in preview
At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear
6 votes -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
6 votes -
Recipients list
Generate a list (CSV) of the recipients who have completed the proposal.
6 votes -
sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
6 votes -
Forms responses CSV with columns named according to fields placeholders
Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data
6 votes -
Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
6 votes -
Set design (bold, etc) via API
design via API
6 votes -
Trigger Approvals based on if a section is edited
Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.
6 votes
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