5383 results found
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Replace source file from different PDF files
Replace source file from different PDF files
1 vote -
the restriction to add the certain email ( email domain) only as a CC
the restriction to add the certain email ( email domain) only as a CC
1 vote -
2 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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General HR feedback (explain your HR problem here)
Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.
[This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]
2 votes -
1 vote
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Enable stripe tax inclusive and tax exclusive feature
It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.
9 votes -
Ability to automatically change the color of the variable depending on its value (negative/positive).
Ability to automatically change the color of the variable depending on its value (negative/positive).
6 votes -
3 votes
Lindsey Schocke responded
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Option for deleting multiple pages in a document or template
Option for deleting multiple pages in a document or template.
80 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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4 votes
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The ability to download a Form as an Excel file
The ability to download a Form as an Excel file
9 votes -
Page Break - Provide line spacing settings untherneath header section and above footer section
Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.
Today automatic page break is almost of no use.
Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.
Easy solution would be to provice setting for empty space line in the header and footer sections.
3 votes -
Salesforce trigger: update custom object stage
Option to use Salesforce trigger to update custom object status when PandaDoc status is updated
4 votes -
Make Payment Optional
I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.
Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.
Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…
5 votes -
Customize Start / Finish button text
We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".
9 votes -
Image Lightbox
When a recipient clicks an image with lightbox enabled, the larger image isolates in the center of the screen.
1 vote -
2 votes
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Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
global settings for fields / bulk changes
The ability to change the properties of fields for all documents, i.e. the "require" option for recipients
5 votes
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