2932 results found
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Formula Validation Field (see description)
Feature request for formula validation
A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
This would help to ensure that the information in the document is accurate and consistent.
I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…5 votesLindsey Schocke responded
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Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votes -
Ability for the account owner to restrict members from uploading documents/templates
Ability for the account owner to restrict members from uploading documents/templates
3 votes -
Mobile APP: Option to delete pages and insert page breaks
option to delete pages and insert page breaks using the mobile app
2 votes -
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes -
The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
tiered pricing, (as opposed to volume pricing)
Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
5 x $750 + 15 x $600, instead of 20 x $600.15 votesValeryia Baranava responded
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add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
Option to create template or document in a different language
Option to create template or document in a different language
- Will allow the user to create documents/templates in different languages.
7 votes -
Default drop down lists for states
Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.
6 votes -
2 votes
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Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
4 votes -
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
3 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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10 votes
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HubSpot: Preserve formatting when syncing rich text fields
Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.
15 votes -
Set up the default size for the images in the pricing table
Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.
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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Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.
Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.
5 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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Stripe API to Existing Products and Customers
Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...
9 votes -
global settings for fields / bulk changes
The ability to change the properties of fields for all documents, i.e. the "require" option for recipients
6 votes -
Smart Content Works on Cover Pages
Be able to use smart content on cover pages.
10 votes
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