7629 results found
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1 vote
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Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
35 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!
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7 votes
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Processing time
Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.
1 vote -
Document Payment date variable
a variable that autopopulates when the document was paid
5 votes -
create hubspot ticket (task) once once PandaDoc is submitted
want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)
7 votes -
An option to generate a doc in HubSpot from a deal, and not from contact or organization
an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.
2 votes -
17 votes
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Payment gateway: FirstData and USAePay
Process payments with FirstData and USAePay with a payment integration.
1 vote -
Sync Pricing Table with Hubspot Deal Amount
It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
Thanks2 votes -
ability to resize the fields to smaller without hiding the data in pdf
ability to resize the fields to smaller without hiding the data in pdf
8 votes -
Option to preassign a person as primary recipient in a Form
Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion8 votes -
2 votes
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Mobile app - last activity should be clear time when doc was signed vs viewed
Time update next to a completed document doesn't reference when the actual completed time, but increased the time when there was last activity on document. Should either reference the completed time or have clarity into "last viewed".
2 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
4 votes -
Bill.com
Ability to connect with Bill.Com
11 votes -
Ability to display discount on the "Pay" button, the way it was in EV1.
Ability to display discount on the "Pay" button, the way it was in EV1.
1 vote -
2 votes
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11 votes
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waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
15 votes
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