4109 results found
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Catalog item description formatting on import
Allow to pass the formating for item descriptions for catalog items
3 votes -
3 votes
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In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
2 votes -
change page type
Ability to change the page type after the page has been created and items have been added
2 votes -
Wolters - Kluwer (CCH) CRM
wolters - kluwer (CCH) crm integration
2 votes -
Text around fields format to match the length of the info entered
a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.
19 votes -
Free Agent
Be able to link with Free Agent as well as Quickbooks.
1 vote -
Improved connection to Square
As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.
6 votes -
add thank you message display after the form summation
add thank you message display after the form summation
6 votes -
Export the list of Paid documents.
Export a list of paid documents with the name, amount and date it was paid.
4 votes -
youtube search
The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.
It would be far easier to search YouTube from within Panda doc.
If you could limit the scope of search to a specific account even better.1 vote -
Have a possibility to create groups within workspaces
Have a possibility to create groups within workspaces
3 votes -
Text blocks values move along and expands with the Fields value if added. Dynamic fields.
move the other placeholders when text fields expand when the multi-line is enabled
23 votes -
Tab indents first line instead of entire paragraph
I'd like to indent the first line of a paragraph, but when I press tab it indents the entire paragraph.
3 votes -
Option to create a sub-account under an existing account
create sub account for another user under the current active account and that user should not be able to view older documents signed
1 vote -
Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.7 votes -
Export (backup) all data from PandaDoc
Export all data from PandaDoc
9 votes -
Add PandaDoc component to SalesForce community page
Be able to add PandaDoc component to SalesForce community page
12 votes -
connect an agreement to a specific Stripe Product
connect an agreement to a specific Stripe Product
4 votes -
Turn off 2.0 icon
Turn off "2.0" icon next to documents/templates
1 vote
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