6492 results found
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Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt (account payments)
Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt
1 vote -
Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
Export docusign to Pandadoc
Have a way to upload exported data from Docusign to PandaDoc.
4 votes -
update preexisting date field format when updating account settings
Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.
1 vote -
1 vote
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Turn off by default the deleted documents in the reporting feature
Turn off by default the deleted documents in the reporting feature
( Include deleted documents in figures)
https://pandadoc.zendesk.com/agent/tickets/4791171 vote -
global settings for fields / bulk changes
The ability to change the properties of fields for all documents, i.e. the "require" option for recipients
4 votes -
Approval after resolved suggestions
Option to send a document for approval after all suggestions from the recipient were resolved
3 votes -
Create another Role like the Manager without the ability to add new users.
We need users to be able to look at all docs. within the workspace, but we need governance around new users.
1 vote -
Upload a spreadsheet and convert into a table in a quote
upload a spreadsheet and convert into a table in a quote
1 vote -
1 vote
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Make a checkbox like a radio button (see description)
From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.
More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.
3 votes -
Unassigned option on Owner filter
Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.
2 votes -
Conditional logic for variables
Conditional logic for variables: if the value of variable is "X", show the "Y" Variable
8 votes -
Show list of all contacts in the document when typing a recipient
I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.
3 votes -
Allow Table of Contents to have multiple columns
Please add a feature where we can split a table of contents into multiple columns on a page.
1 vote -
Give users who cannot edit ability to import from CRM
When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.
3 votes -
Lock document functionality for users
Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.
4 votes -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
Option to show the paid amount on the completed document
- On the PDf of the completed document the paid amount will show up.
1 vote
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