7469 results found
-
Create catalog items that are tax exempt
Feature that allows creating items in my catalog that are tax-exempt, such as labor costs.
2 votes -
Rooms: Hubspot variables support
I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
Do Hubspot fields not pull into Rooms?2 votes -
2 votes
-
We would like a way to lock signature list on templates
We would like a way to lock signature list on templates. We have had users add additional signatures that are not needed on our forms.
1 vote -
re-sync or webhook replay feature
PandaDoc has a Feature where all completed Docs are attached to SF, however, when SF package are not updated. There comes a time when completed docs are not attached to SF.
It would be good to have a supporting feature that would re-sync all completed docs not attached during SF package late update so it would attach all completed documents once the package has been updated instead of manually uploading to SF
2 votes -
Disabling the payment option
Option to disable the payment feature on the document.
1 vote -
Ability to map Salesforce opportunity fileds with pricing table footer
Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer
2 votes -
custom pricing table field mapping in Zapier's PandaDoc integration
Currently the Pricing Table field mapping in Zapier is extremely limited, making it challenging to use pricing tables in dynamic ways. It would be great to be able to map data to custom Pricing Table fields in Zapier, or to be able to map to more than one pricing table within the zapier/pandadoc integration.
1 vote -
Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in HubSpot
According to HubSpot, for the widget to appear in the Sales Workspace Deal Sidebar, PandaDoc needs to implement a UI Extension specifically for the location CRM.RECORD.SIDEBAR on the deals object.
Currently, we have to navigate away from the Sales Workspace to the full record view just to access PandaDoc, which disrupts our sales workflow.
Relevant HubSpot Documentation for your developers:
Reference for App Cards & CRM.RECORD.SIDEBAR: https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensibility/app-cards/reference
UI Extensions Overview: https://developers.hubspot.com/docs/apps/legacy-apps/private-apps/build-with-projects/create-ui-extensions
2 votes -
Account owner's appoval if chaning the Guest License to Full (Standard)
We would like the ability to require admin approval before a license is changed and invoiced.
1 vote -
Option to keep the format when trying to copy a page from one document to another
Option to keep the format when trying to copy a page from one document to another
2 votes -
Reporting: Suggestions/ Comments
Ability to filter or get data based on suggestions or comments.
2 votes -
Extend/ adjust time period of Home screen (currently default is 1 week)
Recently, the time period for the home screen was changed to one week. Would like the ability to extend that time to multiple months.
2 votes -
Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
2 votes -
2 votes
-
The specific format where the original price is struck through and the discounted price appears below
The ability to show the original price struck through with the discounted amount below, and a separate “Unit Discount” line under each item. Do some customization to the Pricing Table. A way to create a custom column in the pricing table, and have that custom column reference Line Items from Hubspot.
1 vote -
For the 'Catalog item details' API request to return product's subcategory.
For the 'Catalog item details' API request to return product's subcategory.
2 votes -
Zoho 2-way sync: update fields
We really want to be able to update deal or quote fields with what they fill out on the deal, this is helpfull for are team to know if billing or shipping change on the quote. Without it our teams needs to manual check with what they have inputed in.
1 vote -
Automatically remove empty space created by smart content blocks when no conditions are met
When there are multiple smart content blocks on one page, and one of them has no conditions met, it leaves a blank space on the page. Would like to see a feature that automatically pushes the content from the pages below up into the empty space that was created by the empty, smart content block.
2 votes -
Navigation Workflow Issues After Recent PandaDoc Update
Hi there,
I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.
After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being…
7 votes
- Don't see your idea?