5387 results found
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7 votes
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Copper link to deal
Option to link a document to a opportunity/deal in Copper
21 votes -
Format messages (new paragraphs, etc.) for documents sent via API
While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.
6 votes -
Recurly
Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.
7 votes -
Custom columns are not hidden by default
When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default
4 votes -
Redlining - Keep the document Grand Total
Grand Total value should not disappear from a document that was subject to the redlining process
2 votes -
6 votes
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Cover Page Duplicate with another name
Have a copy of a cover page but with a different name, so it is clear that it can be used not only as a cover page but as a normal page with absolute positioning of the blocks and anywhere in the template.
1 vote -
Copy of a template to be a different color
When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.
1 vote -
Master setting: Universal set of variables for all templates and CLIs
The ability to set your custom variables at the account level and their default values at the account level would be fantastic.
If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.
6 votes -
Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
18 votes -
document value should be changed to the paid amount
document value should be changed to the paid amount
3 votes -
7 votes
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9 votes
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The possibility to save PDF's in RGB instead of CMYK
I get complaints from our branding department, that the PandaDoc PDF's are saved in cmyk in stead of rgb.
Which means the colors don't match with our other documents and website1 vote -
Localization: Page numbering in another language
The option to change the page numbering (in PDF) to another language (Dutch).
10 votes -
4 votes
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sending a document out only after a payment is submitted
sending a document out only after a payment is submitted
2 votes -
3 votes
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Autotask
integration with Autotask
8 votes
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