7675 results found
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11 votes
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Ability to add optional items as in pricing table to the simple table
Ability to add optional items as in pricing table to the simple table
3 votes -
1 vote
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4 votes
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[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
19 votes -
Connect to Multiple Hubs in Hubspot per workspace
We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.
3 votes -
Section where all fields on doc are grouped so you can see them all at once
UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)
2 votes -
Procore
integration with Procore to create and send documents
11 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
9 votes
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Content Library management
When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)
13 votes -
Auto-correct feature in or chat or email portal.
Auto-correct feature in or chat or email portal when submitting a request.
3 votes -
2 votes
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Different currency for pricing table's subtotal and total
Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10
2 votes -
Use variables in TOC
Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC
1 vote -
Delayed charge for an invoice
Collect a payment and have it charged like a week later?
6 votes -
Delete Timeline from Dashboard
The option to delete Timeline on the Dashboard.
9 votes -
Send Editable Templates
Client wishes to have a template be available for sending without having another user be added on her workspace.
2 votes -
ACH Authorize.net payment via PandaDoc in Ev2
Add the ability to process payments via ACH Authorize.net payment gateway service.
25 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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OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
32 votes
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