6796 results found
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1 vote
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Bulk Upload Documents for Sharing in Rooms
Upload more than 5 files at a time to use as a hub for file sharing among businesses or clients.
1 vote -
Integrate Stripe with radio buttons
A way to make the payment integration pop up when one radio button is selected
2 votes -
50% deposit option
It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.
2 votes -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
12 votes -
Use tab key on not required field
Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required
2 votes -
Prevent users from editing the document when they are creating it via HubSpot.
Prevent users from editing the document when they are creating it via HubSpot.
2 votes -
Hyperlink attachments within documents for quick navigation
Option to hyperlink attachments within documents, allowing for quick navigation between different sections.
2 votes -
2 votes
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2 votes
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Visibility of a document status for a CC recipient
The option for a CC recipient to see the status of the document.
2 votes -
Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
10 votes -
Remove stripes from fields using conditional logic
Remove stripes from fields using conditional logic
2 votes -
Box.com integration
Integrate with Box.com
2 votes -
[MS Dynamics][Automation Workato] Make MS Dynamics automation work with Quote Builder
At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.
2 votes -
Add a filter to waiting for others
Add a filter waiting for others section so they keywords and recipient's email/name can be used
2 votes -
Lock fields in section/quote footers from editing by sales reps in Quote Builder
As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.
1 vote -
Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
1 vote -
Catalog - option to not have a price for an item
Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.
2 votes -
Epay - payment integration
Epay - payment integration
2 votes
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