7325 results found
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Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily
6 votes -
Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
6 votes -
Template Editor SDK - Non-PD users
Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.
6 votes -
6 votes
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6 votes
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when bulk downloading documents save them as PDF, not in ZIP file
when bulk downloading documents save them as PDF, not in ZIP file
6 votes -
move a team member from one workspace to another
move one team member from one workspace to another
6 votes -
Notification Product Catalog Import
Notification Product Catalog Import
6 votes -
Custom payment integration
Customer would like to be able to integrate the payment gateway with their proprietary payment processor.
6 votes -
Conditional Approval based on Line Item Type
Conditional approval based on the type of line item.
6 votes -
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 -
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
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