5389 results found
-
2 votes
-
Stripe: Detailed Line Items from Pricing Table
With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?
7 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!
-
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
-
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
34 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!
-
Signer can re-assign some fields to other people
There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.
Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient
30 votes -
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 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!
-
Search by Two Letters
Client would like to be able to search two letters using the search function.
2 votes -
Google Forms
Integration with Google Forms
8 votes -
21 votes
-
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
34 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
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 -
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 -
Tokens for products in Pipedrive
Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).
10 votes -
Link a document to Organization, People in Pipedrive
well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons
8 votes -
Descriptive Error Messages
More descriptive error messages for PDF printing blocked by pop-up blocker.
The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.6 votes -
Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
32 votes
- Don't see your idea?