7116 results found

1. initials field - customization

   initials field - customization/personalized/modify

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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2. Enable 2 (multiple) payment gateways for documents.

   Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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3. Have a Zapier trigger where it can collect files from a PandaDoc upload files field.

   Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Importing Product Bundles from CRM

   Will allow the user to import Product bundle from the CRM

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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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5. Export document data (specifically expiration date) onto spreadsheet.
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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Notifications for cc recipients whenever document is signed by a Signer
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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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7. disable the ability for the recipient to decline a document

   disable the ability for the recipient to decline a document

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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8. [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

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

9. Ability to remove / customize quick access templates preview

   Ability to remove / customize quick access templates preview

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   1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

10. Adjust the boldness/line thickness of a draw signature
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    1 comment  ·  Other  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

11. 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.

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

12. add products from Pipedrive to catalog automatically (sync)

    add products from Pipedrive to catalog automatically

    https://pandadoc.zendesk.com/agent/tickets/522217

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

13. Automation: select document creator when using automation to send another document

    When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

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    1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

14. Google Calendar

    Ability to integrate with Google Calendar to use automation like sending documents.

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

15. Mandate Recipient passcode verification

    Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

16. Ability to strike through text or content.

    •  

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

17. Replace unfilled variables with blanks when creating docs via API
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    0 comments  ·  API  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

18. Generate a template link

    An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

19. Redact feature in editing

    Option to redact part of the text in the document

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    3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

20. Restrict Editing of Smart Content similar to Content Locking

    Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.

    We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded