7401 results found
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Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
3 votes -
Conditional signers based on radio button selection
Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.
4 votes -
Dashboard auto refresh
Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?
1 vote -
Import product catalog from Stripe to Pandadoc
Ability to get the same product catalog between Stripe and PandaDoc
2 votes -
Option to have a full template view within the platform
The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.
2 votes -
4 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
4 votes -
[Bulk Action] Apply Automation to All Templates at once
A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.
10 votes -
[Quote builder] Ability to change the background color for each product
Ability to change each individual background color for quote builder
10 votes -
Adjust/ change payment schedule after signing.
It would be great to have more dynamic options to adjust payments schedule.
1 vote -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
3 votes -
Open a calendar when click on a date variable
Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term
3 votes -
Allow Auto-numbering in regular tables
Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.
1 vote -
Pass values from HubSpot along with currencies to the document
Pass values from HubSpot along with currencies to the document
4 votes -
Scroll option in text fields with limited width.
If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.
2 votes -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
4 votes -
Re/Name Template via API
Currently in the API there is no method to set the name of the templates when uploading as a bundle. It defaults to the template name which is not suitable to API processes
3 votes -
2 votes
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Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
All users tab: show user roles
Please show the user roles assigned in the user list.
1 vote
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