7316 results found
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Disable auto numbering
Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,
2 votes -
integration with coda.io
integration with coda.io
2 votes -
Disable Product Image Preview in CPQ
When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.
2 votes -
Automatically create a new Room when a new client is added
When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".
4 votes -
Create/access Rooms from Pipedrive CRM
Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms
4 votes -
Forms: receive only the completed document notification to the pre-assigned email
Receive only the completed document notification to the pre-assigned email in Form
4 votes -
Modify iframe design when using embedded links
The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.
2 votes -
Partial Editing Permissions for Member Roles
This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.
2 votes -
Dynamic text: conditional logic for tables rows and cells
Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)
2 votes -
Custom date with business days after signing date
With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.
4 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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Option to only allow ACH payments via Stripe
It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.
15 votes -
Stripe Checkout payments: disable debit/credit card payments
Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option
21 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
You can configure Stripe payments methods on Stripe side directly.
For more information, please check the link below:
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Create Gmail email with PDF once status is changed to "Sent"
My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.
1 vote -
[Workflows] Add dynamic content in the email message body
Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.
1 vote -
Integration with Flywire
Payment Integration with Flywire
3 votes -
3 votes
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Quote builder: ability to use fractional numbers within the QTY column.
Ability to use fractional numbers within the QTY column in the quote builder
4 votes -
Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
7 votes -
4 votes
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Template tags visible in PandaDoc module in HubSpot
Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.
2 votes
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