6901 results found
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1 vote
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Ability to customize formula in a pricing table.
Ability to customize formula in a pricing table.
8 votes -
Ability to create your own home page filters
Ability to create your own home page filters for sorting documents
6 votes -
Mark checkboxes automatically based on a variable value
We would like to mark checkboxes automatically based on a variable value
3 votes -
Calculate product price automatically based on the product bundle
I would like to have an automatic calculation of the product price based on the product bundle price
12 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, please reply to this email thread.
You can find the demo in the attached video.
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TOC - extend Design options
More design options for TOC like dotted lines going from the TOC line items to the page numbers
ex: Heading..............1
1 vote -
Include user provided document metadata with 'document_creation_failed' webhook events
When a document can't be created for some reason, a 'documentcreationfailed' webhook event is sent, but it only includes the document ID, and no other metadata that was provided with the document creation request.
It would be great if that user specified metadata was provided with the webhook data, because in my scenario, I have multiple different services and versions of services that work with PandaDoc data, and with just the document ID I can't determine what service created the document, I normally rely on ID's I have set in the document's metadata that I provide.
1 vote -
WellnessLiving
WellnessLiving Integration
1 vote -
Select All feature to Delete in content Library
It would be helpful to have a "Select All" feature in Content Library. This would allow us to deselect only the folders or items we want to keep.
1 vote -
Nutshell
Integrate with Nutshell
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Auto delegate Signatures & Approvals
Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.
5 votes -
Ability to sum pricing table variables across multiple tables
I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.
5 votes -
No labels on Radio Buttons
Have the option to add radio buttons without having to label them.
5 votes -
document ellipsis option in Document tab should be similar to the Home tab's
document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.
2 votes -
generate documents from Forms that were completed only
option to generate documents from Forms that were completed only
2 votes -
Collect credit card information via a text field and be able to validate that it's a correct credit card number
In case the client enters a credit card number that's incorrect, be able to validate it.
4 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
1 vote
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doc status change date instead of modified date to be reflected in SF PandaDoc lightning component
Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date
2 votes -
Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
19 votes
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