7436 results found
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Rooms: default "all member access"
default access for all documents and files added to a room are "All members."
1 vote -
Split Payment for PandaDoc Subscription
Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)
3 votes -
Have all the Installment details be visible to the approver
Have all the Installment details be visible to the approver
2 votes -
Disable the option to manage recipients for sent document
When a document is on set status, the option to add a recipient on the sent documents should be disabled
2 votes -
Filter Zapier generated documents
Ability to filter Zapier generated documents
2 votes -
[Word Import] Import complex MS Word features such as shapes to maintain the integrity of the original documents.
Keep shapes after uploading a Word document into PandaDoc.
2 votes -
2 votes
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Automatic deletion of draft content
To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months
2 votes -
[Smart content] Show full variable name in the list
Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name
2 votes -
Conditional Display of Discount Column in Pricing Table
Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.
3 votes -
Ability to copy and paste table to a different document
Ability to copy and paste table to a different document
3 votes -
Retrieving folder information via API
To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.
2 votes -
Link Signature fields
Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?
2 votes -
Ability to pass line item image from HubSpot
Ability to pass line item image from HubSpot
3 votes -
Conditional Template Page
Allow document pages to be conditionally rendered. Similar logic to the conditional rendering of smart content placeholders.
1 vote -
reference variables linked to heading numbering
It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.
For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.
1 vote -
QuickBooks : AMEX
Option to have AMEX in Quickbooks
3 votes -
Update a HubSpot property with a document reference number when a document status is changed
Update a Hubspot property with a document reference number.
2 votes -
[Word Export] Support numbered lists in DocX export
Support numbered lists in DocX export
1 vote -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
11 votes
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