6444 results found
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The ability to change a pricing table image from the document.
The customer would like to be able to edit pricing table images from the catalog from within the document.
4 votes -
2 votes
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2 votes
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Ability for payable recipient to view Invoice prior to paying, generate invoice before payment
When there is a separate signer and payable contact, the payable contact receives the pop up to pay before they can fully review the invoices/documents. They then have to click the x to review and go to the Pay at the top to Pay. It would be helpful if it was a split screen where they could view the doc on one side with the ability to scroll through it keeping the payment fields visible on the other half to be completed at any time.
1 vote -
Improve intuitiveness for signer to forward a signed doc for payment
After signing a document to be paid within Panda Docs with Stripe integrations, provide option to forward along the top header in addition to PAY making it easier for the signer to either pay or forward to the correct individual that will be paying the invoice. Currently the 3 dots that need to be clicked to forward within Panda Docs is not intuitive and user friendly.
1 vote -
1 vote
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HubSpot merge rules: automatically create table section for each category specified in CRM
To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.
1 vote -
Add text field that are previously filled with the information. These fields appear once the circumstance is chosen
Add text field that are previously filled with the information. These fields appear once the circumstance is chosen
1 vote -
creating documents in Pipedrive without pre-assigning recipients from a deal
ability of creating documents in Pipedrive without pre-assigning recipients from a dea
2 votes -
2 votes
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Add recipient in CC via API
Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface
2 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
11 votes -
4 votes
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Restrict ability to add blocks/new content to a document
Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.
4 votes -
2 votes
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1 vote
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1 vote
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Kajabi
Integration with Kajabi
1 vote -
Connect to an account in Salesforce (not opportunity)
Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity
7 votes -
Create Sub-products: Package options for catalog
Availability to add sub products
for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc5 votes
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