7438 results found
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Conditional Approvals for Pricing Column
Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.
1 vote -
connect 2 PandaDoc accounts to Pipedrive at the same time
connect 2 PandaDoc accounts to Pipedrive at the same time
3 votes -
7 votes
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Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
1 vote -
Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
6 votes -
[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
6 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
6 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/38882326 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
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