6510 results found
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Disable verification for Stripe payments
Be able to disable 2 charges verification Stripe payments
7 votes -
Make Variable Field Type Boxes Expandable
I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!
7 votes -
I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM
I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.
1 vote -
Page content preview in presentation mode
An optional preview of the page content down the side of a presentation.
3 votes -
Link existing document for Monday.com Integ
link an existing document to an item in Monday through the integration?
4 votes -
More filters for documents
Sort the document by status and direct period of time.
15 votes -
[Embedded form] Add the code to check if localStorage is accessible
When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.
"DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."
As a result, the form is not displayed at all on our web page.
1 vote -
4 votes
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Fields signing order on a document/form
Add order in which the recipient would be able to act on fields.
17 votes -
Variables contain formulas: variable calculations
Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.
Some examples would be
1. Generate document name variable based on template name, customer company name, deal value and expiration date.
2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
3. Calculate a downpayment size using document value and a custom multiplier.
4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…152 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
3 votes
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2 votes
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Pass description formatting from CRM
We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines
2 votes -
Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table
An ability to pull the catalog items data through the variables into the document/pricing table
6 votes -
1 vote
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Pre-filled forms
Prefill fields on the form when it opens.
11 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
15 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Area Requirement: Make certain pages required to view/scroll through
Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required
6 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 votes -
archived delivery emails
Have an archive of everyone that email was delivered to, so they can be downloaded.
1 vote
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