7093 results found
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Pricing table: apply discount to the line item tax total
Option to apply discount to the line item tax total
1 vote -
BambooHR integration: List active and not active employees
BambooHR integration: List active and not active employees.
1 vote -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote -
Reporting feature option will only export the email of the recipients
- Will allow the user to export the email of the recipients using the Reporting feature
1 vote -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
4 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
Form with Optional Second Signer
Here is a use case for a form with an optional second signer.
Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.
3 votes -
Option to set logic for how the fields are copied
When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.
1 vote -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
14 votes -
Mailing/burofax/certified letter service
Mailing/burofax/certified letter service
1 vote -
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
1 vote -
2 votes
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1 vote
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Document creation only in Salesforce
Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce
1 vote -
1 vote
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Zoho: keep document when the Lead is converted to Contact
When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.
1 vote -
Version History Log /Report
Collect Data/Report of Version History log
4 votes -
Pay with Stripe without being redirected to a Stripe hosted payment page
Pay with Stripe without being redirected to a Stripe hosted payment page.
2 votes -
Quote builder: include table header on the each page in PDF
In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF
2 votes -
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.
1 vote
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