7381 results found
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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 -
disable the ability for the recipient to decline a document
disable the ability for the recipient to decline a document
5 votes -
[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 votes -
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
5 votes -
5 votes
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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 votes -
Export variables value
Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?
5 votes -
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 -
Google Calendar
Ability to integrate with Google Calendar to use automation like sending documents.
5 votes -
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. "
5 votes -
5 votes
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5 votes
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Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.
5 votes -
Redact feature in editing
Option to redact part of the text in the document
5 votes -
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.
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 votes -
Search in the Actions Required tab of Home page
Would like the ability to search within the Home screen sections, like the Actions Required tab.
5 votes -
Ability to mark all inbox in PandaDoc mobile version as read or unread.
Ability to mark all inbox in PandaDoc mobile version as read or unread.
5 votes -
Auto page break when convert to editable doc
When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.
5 votes -
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
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