7199 results found
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smart forms change button text from submit to continue
smart forms change button text from "submit" to "continue"
2 votes -
Download a document bundle as a single file DOCX
Download a document bundle as a single file DOCX
2 votes -
Pass specific currency formatting to PandaDoc
At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.
This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.
5 votes -
Set expiration date instead of number of days
The ability to indicate a specific date for document expiration instead of putting in a number of days.
2 votes -
Send Document Option from Add Recipients Screen
One Click Sending. When creating a new document from a template, it would be nice to have the option to send from the add recipients screen rather than having to click continue, open the document in PandaDoc, and then click the send button.
2 votes -
Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.
Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.
2 votes -
Add link/button redirect to different page within the document
Have the ability to to add a link or button, that if selected by the signer, they are directed to a different section on a different page
3 votes -
Option to Display Only Selected Document in Bundle Menu
Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.
2 votes -
Use same fields in different field conditions
Use same fields in different field conditions
3 votes -
Tax automatically added based on the conditional
Tax automatically added based on the conditional
E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province
3 votes -
Duplicate document via API
Duplicate document via API :
POST /public/v1/documents/duplicate/{id}
Response could be the same as the Create Document from Template
1 vote -
Nutshell CRM: Cross-Object Variables
The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.
2 votes -
Editable document name label (located near the first page in content) for single documents
The ability to click and change the document name page label which is located next to a document page is available only for bundles (single document name can be change only via changing document title).
The feature request is to make document name label clickable/editable for single documents as well.
Picture https://drive.google.com/file/d/1DdT7samkFR-p_h3HN-eVs8na62Lw3CUE/view?usp=sharing
2 votes -
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.4 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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Update documents after completion
To have the ability to update documents, annexes for example, after the document has been completed.
2 votes -
Variable in Document Name/Title within the bundle
Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.
8 votes -
Add recipient link instead of internal document link to the Active Campaign
add recipient link instead of internal document link to the Active Campaign
2 votes -
Ability to build a report based on the Creator. Do not break down the report to list each document.
Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually
2 votes -
Ability to show a discount a separate row
I want the discount to show as a separate row and not column in the pricing table
2 votes -
Add Smart Content in a table
The ability to add Smart Content inside a table.
2 votes
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