7085 results found
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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 -
Ability to download a certificate of signatures at any point during the document cycle not just at expiry
Some documents do not need 100% signatures to be complete (Investor Majority Consent and Shareholder Resolutions) - signing groups do not work as they have a specific location to sign. The ability to be able to download the certificate at any point during the document lifecycle is critical to be able to prove signatures.
1 vote -
Ability to have a combined variable for hardware in a summary table at the end of the document.
I was wondering if it was possible to have calculated variables. The use case is that I have several product types for hardware (mobile hardware and fixed hardware). I want to display pricing tables with options for each type, but then have a combined variable for hardware in a summary table at the end of the document. Is this possible?
2 votes -
More content options for a Room Homepage
Would like to be able to add attachments such as a PDF to the home page
2 votes -
Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
2 votes -
Disable the document is waiting for payment notification
Ability to disable the "document is waiting for payment notification" that is sent immediately after documents' completion if payment app is enabled.
1 vote -
document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes -
Multiple eSign disclosure agreements per workspace
The ability to add multiple eSign disclosure agreements per workspace would be helpful.
2 votes -
1 vote
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