7093 results found
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Instamed to be added as option for payment gateways
Instamed to be added as an option for payment gateways
2 votes -
image
I would be fantastic to have an Image Library where we could create folders containing different sorts of images. Just like the template library. This would be very helpfull in creating templates faster. For example client references within different markets of product images in different folders.
1 vote -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
2 votes -
Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
2 votes -
Do not auto sent Quickbooks Invoice
We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.
1 vote -
Change payment terms in Quickbooks Invoice
Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.
1 vote -
Mapping the Item description to the invoice
We customize each product description in Panda Docs and woudl liek to see that mapped to the client invoice.
1 vote -
Approval Workflow by Document Owner
I really like the approval workflow feature. One enhancement that would be incredibly useful is the ability to trigger approvals based on the document creator/sender/owner. This would allow teams to set up approvals specifically for documents created by new PandaDoc users, ensuring quality control without needing to review every document from more experienced users. Currently, the only workaround is to create separate templates for that subset of users and ensure they’re used, which can be cumbersome and less scalable.
1 vote -
2 votes
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Dynamic Text Flow Around Fields Based on Recipient Input
The ability for text content around fields to dynamically adjust based on the input length, similar to how variables function before a document is sent.
2 votes -
[Smart Form] dropdown option for contact preset
We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.
2 votes -
In Person Signing on Multiple Devices
The ability to allow other participants to access the same document and perform in-person signing on different devices.
2 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
2 votes -
Ability to adjust the automatic zoom on the mobile app
Could you please let us know if there is any configuration setting on our end to disable or reduce this automatic zoom functionality? If not, would you be able to assist us with a solution or workaround for this issue?
2 votes -
Map dropdown field to QuickBooks Online
you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly
1 vote -
Restrict users from adding specific catalog products to pricing tables/quote builder.
Restrict users from adding specific catalog products to pricing tables/quote builder.
1 vote -
Support GIFs on PDF Export
Currently, PandaDoc does not support GIFs on document export. The download will fail when trying to download a document/template containing a GIF. The only way to export a document containing a GIF is to remove the GIF and replace it with a static image.
1 vote -
Ability to map products to pricing tables and pricing section in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votes -
fiona.maher@inlogik.com
Bulk upload of rules to pricing tables.
We have two pricing tables - one for once off costs, and one for ongoing costs. We map all our SKU codes from HubSpot products to the pricing tables. Often SKU codes are created in batches of 20, but we have to manually add each code individually as a single rule. Can we please have the ability to 'upload' rules to a pricing table to save so much work every time we release a new 'group' of products.1 vote -
Ability to place rules on the pricing table, so only specific line items from the Hubspot deal populate specific pricing tables
I am referring to rules placed on the pricing table, so only specific line items from the Hubspot deal populate specific pricing tables (there are two pricing tables – one for one off costs, one for ongoing costs).
2 votes
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