6103 results found
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map pricing table footer items to CRM fields
Make pricing table footer fields available for custom mapping
4 votes -
Add tag colors for further organization
The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.
3 votes -
Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes -
Bind PD documents to be seen on the Microsoft Dynamics 365 forms
Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.
3 votes -
[Bulk send] email design
Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).
7 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
Dynamic fields when pulled from Salesforce
Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.
7 votes -
[Bulk action] Select and edit several documents at once
Select and edit several documents at once.
8 votes -
1 vote
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7 votes
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Bulksend report
Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.
3 votes -
Reduce Size of Video Block / Change video aspect ratio
You should be able to reduce the size of a video block
9 votes -
Save CC details via payment app
The option to save clients' CC details via payment app (payment block).
9 votes -
Set recipient name after it's in Sent status
Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)
1 vote -
1 vote
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1 vote
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Keep Content Library item settings the same when inserting into Document
When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.
4 votes -
Support Worldpay payment gateway
so we use world pay
we cant link that to your app2 votes -
Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes -
mass check documents that are being sent out of bulk to know if any of them differ from the original template
mass check documents that are being sent out of bulk to know if any of them differ from the original template
2 votes
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