3795 results found
-
export the template details into a spreadsheet
export the template details into a spreadsheet
5 votes -
5 votes
-
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
5 votes -
Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template
5 votesLindsey Schocke responded
-
[Pricing table]: show line item fee total in the total
Option to show line item fee total (similarly to line item tax total) in the total of the pricing table
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Apply pricing table number of decimals to calculations also
At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
5 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
5 votes -
Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
5 votes -
5 votes
-
Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
5 votes -
Add Webhooks for Templates
Add Webhooks for Templates, following the existing pattern for Documents.
Events:
Create
Update | following version history
Delete
Usage5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
Draw block on documents and templates
A block which allows to draw in it; a function to draw images in the templates/documents.
5 votes -
[Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.
Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
5 votes
-
refresh the TOC automatically when headings are inserted, modified or deleted
refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
5 votes -
Formula Validation Field (see description)
Feature request for formula validation
A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
This would help to ensure that the information in the document is accurate and consistent.
I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…5 votes -
Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.
Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
5 votes
