5387 results found
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Option to retain the values / info on fields once it is duplicated.
Option to retain the info on fields once the document duplicated..
- Will retain the value / info on fields when document is duplicated.
5 votesValeryia Baranava responded
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Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
48 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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The ability to connect the discount percentage in the total section of the pricing table with line item discount.
For example -- so that each line item discount % would automatically be what is entered for the
4 votes -
Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
6 votes -
6 votes
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add address validation options for fields
address field validation
2 votes -
Prepopulate phone number in recipient verification
prepopulate phone number in recipient verification
5 votes -
Deduction from the Total rather than the SubTotal
applying deduction direct of the total rather than the subtotal in the pricing table.
1 vote -
Upload variables automatically from .docx file like with the PDF
For example -- the field tags recognition and auto-place PDF fields.
3 votes -
Add Tax field to Zapier 'Create Document in PandaDoc' action
The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.
This means we can't include tax on our quotes.
It includes all the other important fields, so it would be great if this one could be added.
7 votes -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
7 votes -
Option to show the signer info on the document once they completed it
Option to show the signer info on the document once they completed it.
- Will show the signer info on the document once document is completed.
1 vote -
autosizing font in fillable fields
Ability for font to decrease in size if needed to fit into a fillable field
1 vote -
Automatically resize font in variables
Auto-adjust spacing or font size when variables are populated.
4 votes -
2 votes
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10 votes
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5 votes
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The ability to add a new section within a pricing table other than at the bottom.
When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?
2 votes -
Open multiple workspaces all at once in different tabs
Allow for multiple workspaces to be open at once (on different tabs)
4 votes -
Option to filter documents by integration linked / not linked status
Option to filter documents that is not linked to an Integration.
-will allow the user to filter document that is not linke with Salesforce, HubSpot etc.
6 votes
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