4071 results found
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1 vote
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Send button on the right hand side
Far preferred when Send button was on the Right Hand side
1 vote -
HubSpot Access on Document upon Completion
Have the HubSpot integration access in the document when it has been completed.
8 votes -
Add space between numbered list
Add space between numbered list
15 votes -
Lock specific message to the template
would need to have a specific messages attached to every templates i have
1 vote -
13 votes
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Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
24 votes -
3 votes
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Resizing PDF Before Downloading
An option to resize the PDF version of a document before downloading.
4 votes -
Build.com
integration with build.com
1 vote -
Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal
The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.
1 vote -
Recording External Payments
We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.
Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.
1 vote -
Templates in Free Version
Please include Templates in Free Version
1 vote -
filter Activity Data by Template Type
filter Activity Data by Template Type
3 votes -
2 votes
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when a form is completed, can I choose who receives the response
when a form is completed, can I choose who receives the response
3 votes -
Additional column in pricing table
Add additional column in pricing table (optional) example;
1 LF of product = 20.3sqft of product.
To be calculated automatically based on data from catalog.
And have list of suffixes for each, set in catalog.1 vote -
Service Titan
Integration with Service Titan
2 votes -
Pricing Table: Duplicate sections, Save sections, Merge Tables.
It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!
4 votes -
Add option to have Discount and Tax items in the footer display the total of each from the line items
Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.
This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.
3 votes
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