6974 results found
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Show section name in the document details request
The ability to see the name of the sections of the pricing table when requesting document details via API.
2 votes -
Hide pricing table if no products were populated
The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.
4 votes -
Content transfer option within the user delete dialog
When deleting a user there should be an option within the delete confirmation screen that lets you choose a new owner for their content. (a simple field to fill in an email and a checkbox confirmation).
Currently, the only option for this is in a separate dialog (within the teams and seats section) and there's no reminder when deleting a user that they own existing content.
1 vote -
44 votes
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Upload an image for Contacts
Upload an image for Contacts
2 votes -
6 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below! -
[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
24 votes -
3 votes
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API: option to pull hyperlink via variable and set a text to display
Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
{
"tokens": [
{
"name": "URL_Sample",
"value": "www.pandadoc.com/sales",
"text" : "PandaDoc Sales"
}
]
}2 votes -
Use same fields in different field conditions
Use same fields in different field conditions
2 votes -
Auto-place PDF form fields - select only specific form fields to populate in the uploaded PDF in PandaDoc
In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc
2 votes -
Gratuity in Pricing Table
Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.
2 votes -
2 votes
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Isracard payment gateway
Option to connect to Isracard's payment gateway
2 votes -
Automation by pulling data from Google sheets to create document
The customer would like to create automation where a document is created from a template using the information from the Google Sheets file that contains data from a completed Google Form (without Zapier)
2 votes -
Prompt a warning before deleting content library items used in smart content blocks
There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.
5 votes -
Ability to change email background color
Ability to change the background color of the email received by the recipient
6 votes -
Green Invoice payment gateway
Option to connect to Green Invoice payment gateway
2 votes -
2 votes
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Individual Signature Certificates for Document Bundling
Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.
2 votes
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