7484 results found
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Continued numbered list with letters
The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.
5 votes -
Notification settings for Admin: "Document sent by members"
A way for Admins to be notified when a document is sent by their members that is different from the Approval workflow or being CCd in a document.
1 vote -
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 -
[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 -
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 -
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 -
Update unit cost in Hubspot
Update unit cost is the line item cost is changed in PandaDoc
2 votes
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