7609 results found
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Customer and Product Driven Discount Tables
Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.
i.e. Custom Field for catalog item "Product Code" = "Accessory"
In the pricing table pull in product code and extend discounted net based on customer.
Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.2 votes -
API Dynamic replay to email
When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.
1 vote -
add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level
add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.
1 vote -
Sender Address in Contact description
Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.
3 votes -
6 votes
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1 vote
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Improve the quality of how the PDF looks like once the document is generated via API
Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent
1 vote -
24 votes
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PDF attachment restriction
Make available PDFs more than 25 MB be attached to the notification and delivered to the client.
3 votes -
5 votes
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customize the outgoing message based on template
customize the outgoing message based on template
8 votes -
1 vote
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label documents as wet signature completed
label documents as wet signature completed
5 votes -
Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)
How about adding round corners to the blocks.
Like in the PowerPoint. It will look especially nice on the cover page with the block background.15 votes -
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
30 votes -
Change checkbox fields values to numerical instead of true/false in a zap
option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier
2 votes -
Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach27 votes -
Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes -
2 votes
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Add name to document when you generate a link to send
When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link
1 vote
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