7252 results found
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[Reporting] Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
3 votes -
Add pricing items to the summary in Stripe receipt
Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt
2 votes -
1 vote
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UTM parameter
to set up the UTM parameter in PandaDoc and get it visualized through our analytics.
1 vote -
Have document separated in pages by default
Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.
Thanks
4 votes -
Transfer data from fields into a pricing table
I want to give some options for my products and services in the form and once the user submits the form, I expect to move the data in a pricing table
1 vote -
Option (button) to delete a role when assigning recipients to roles and creating a document
delete role during the add recipients stage in creating a document
7 votes -
Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
5 votes -
1 vote
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Default Text Box / Blocks size
Ability to see the width of a given box and than adjust the others until they are the same width
4 votes -
adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name6 votes -
4 votes
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Ability to access PandaDoc via MS Dynamics' Context IQ
Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.
- Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.
2 votes -
merge workspaces within one account
merge workspaces within one account
https://pandadoc.zendesk.com/agent/tickets/38882325 votes -
pull content library items
provide content library item id, name and other properties when pulling template details from GET request.
in content placeholders section?"content_placeholders": [ { "uuid": "", "block_id": "Content Placehoder 1", "description": "" },{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
},
{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
}
],3 votes -
1 vote
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Stax
Integration with Stax payment gateway
7 votes -
Set max number of items in Volume-based Pricing
I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option
2 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Attached file Sender field. An option to attach a file to a document for a recipient to download, similar to how Collect Files Field works
An option to add in the forms a click to download a document.
Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.1 vote -
1 vote
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