7187 results found
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Pricing Table: Apply Line-Item Discount to every Quantity
Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.
For example:
Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335If the recipient adds more quantity, it becomes like this:
Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,0112 votes -
Continued numbered list with letters
The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.
5 votes -
Have all the Installment details be visible to the approver
Have all the Installment details be visible to the approver
2 votes -
Disable the option to manage recipients for sent document
When a document is on set status, the option to add a recipient on the sent documents should be disabled
2 votes -
Filter Zapier generated documents
Ability to filter Zapier generated documents
2 votes -
2 votes
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Pass image from Salesforce to Pandadoc
Pass image from Salesforce to Pandadoc
2 votes -
Feature that disables the download option by default and automatically enables it once the document has been approved
Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.
Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.
4 votes -
Quote Builder: To calculate Subtotal before each products' taxes and other discounts.
At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.
2 votes -
Automatic deletion of draft content
To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months
2 votes -
[Smart content] Show full variable name in the list
Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name
2 votes -
Retrieving folder information via API
To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.
2 votes -
Link Signature fields
Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?
2 votes -
QuickBooks : AMEX
Option to have AMEX in Quickbooks
3 votes -
Update a HubSpot property with a document reference number when a document status is changed
Update a Hubspot property with a document reference number.
2 votes -
Webhooks: Include the Document Link in the Response
Include the document link in the response body, not just the document ID.
2 votes -
HubSpot Workflow/ Automation: Send a PandaDoc document when a HubSpot deal stage changes
Ability to send a PandaDoc document when a HubSpot deal stage changes
2 votes -
Payment Gateway: WeTravel Payments via API
Ability to connect WeTravel Payments via API
2 votes -
Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
10 votes -
SSO Groups
User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc
3 votes
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