4071 results found
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dates
The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..
1 vote -
Adyen
Adyen integration
1 vote -
12 votes
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Pass additional information to a form via a url parameter
We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.
1 vote -
Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
2 votes -
Search by Two Letters
Client would like to be able to search two letters using the search function.
2 votes -
Total Time Viewed Reporting
Advance reporting to show total time viewed on each document.
10 votes -
21 votes
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Export User List in CSV: download users of the PandaDoc account in one file
Ability to export all the users under the account/workspaces
33 votes -
Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
23 votes -
Audio Clip Upload
Ability to upload audio files like mp4 to PandaDoc documents
5 votes -
seeing the names of the categories on the left panel when hover over them
seeing the names of the categories on the left panel when hover over them
3 votes -
Create dynamic options for document creation
Create IF-statement for sending document - more dynamic options
2 votes -
Moneris
Interested in using the Moneris payment option with PandaDoc
1 vote -
Copy the page from one document to another.
Copy the page from one document to another.
12 votes -
Recognize float numbers in Pipedrive Numerical fields
Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.
The customer would like to be able to use float numbers to pass them to PandaDoc variables
2 votes -
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
9 votes -
[Master settings] Custom variables sharing across templates
Share variables across the templates.
8 votes -
EV2. Ability to have stripe add payments to existing customers instead of creating new customer
EV2. Ability to have stripe add payments to existing customers instead of creating new customer
14 votes -
3 votes
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