6563 results found
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Automation: The automatically sent document will contain information provided by the recipients from the first document
When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document
5 votes -
Document forwarding - Auto populate email recipient / contact for easy process
Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.
5 votes -
Integrate with RD Station
Integrate with RD Station
5 votes -
HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
5 votes -
Conditional fields - automatically fill out the value of another field
Conditional fields - automatically fill out the value of another field
5 votes -
Smart Content will not include the page only the content items
Smart content will only put the items on the document will not include the page
5 votes -
Skipped Optional Radio Buttons/ Checkboxes Warning
The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.
5 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes -
Ability to pass products from multiple Salesforce objects to a single document.
Ability to pass products from multiple Salesforce objects to a single document.
5 votes -
Pro-rate line items
The ability to have a table function that serves to show a pro-rated amount within a pricing table.
5 votes -
Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
5 votes -
Option to Edit the price in Volume Pricing
- Will allow the user to be able to change the price that is set in volume pricing
5 votes -
5 votes
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MS word feature [excess text will go on next page]
MS word feature [excess text will go on next page]
5 votes -
Automations: Attach PDF to Zendesk sell when PandaDoc document status changed
Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed
5 votes -
Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- Delete document that was originally created in Step 2
As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.
5 votes -
Restrict folder without changing user role
Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.
5 votes -
option to have a fillable field without any assigned recipients
option to have a fillable field without any assigned recipients
5 votes -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
5 votes -
5 votes
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