7352 results found
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1 vote
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5 votes
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Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
4 votes -
Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
4 votes -
8 votes
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6 votes
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Rotate Text Blocks
Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block
16 votes -
The ability to have multiple quantities of the same item to show as separate lines or not.
A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.
The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.
2 votes -
Ability to set date field validation (any, future, past) from PDF via API
Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.
8 votes -
1 vote
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Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec
Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.
1 vote -
Synergetic
Integration to Synergetic with PandaDoc
1 vote -
Auto-scrolling feature with Notary
Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.
2 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!
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Sending PandaDoc's in bulk with verification code
Sending PandaDoc's in bulk with verification code
2 votes -
Sender receives an email containing the collected files once a recipient has completed their document
Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document
2 votes -
Mass-update CLI
We would like to be able to mass update Content library items in tables
2 votes -
Navigate to previous/next product in catalog without returning to list.
Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.
1 vote -
Allow collaborator to delete content
Collaborator should be able to delete content even if they don't have standard license.
1 vote -
1 vote
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Send documents from PandaDoc Contacts: Automatically assign template role
The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.
1 vote
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