7430 results found
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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 -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 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
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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 -
Conditional fields for API
Conditional fields for API
Option to use conditional fields in API
10 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 -
Mobile App: Option for Recipient to Forward Signature
As someone who may not have access to their computer all the time, it would be ideal if I could forward a document for signature from the iOS app.
I am specifically referring to the signature forwarding feature when I want someone else to sign instead of me.
1 vote -
Image Lightbox
When a recipient clicks an image with lightbox enabled, the larger image isolates in the center of the screen.
1 vote -
Link Duplicate Pricing Tables
Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.
2 votes -
2 votes
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Add collaborator same way as adding other account roles
Option to invite a Collaborator under Team and seats instead of adding them on the document level
4 votes -
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 -
Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
1 vote -
GloFox
Integrate or Sync with GloFox
1 vote -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
4 votes
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