7261 results found
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1 vote
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Date variable calculations
Option to have date variable calculations, for example, auto-populate a date one year from the document creation date
23 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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automatically set document sender: conditional document sender
I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?
5 votes -
SFDC triggers for SFDC activities via PandaDoc
The ability to control SFDC activities and triggers via PandaDoc.
1 vote -
API call for link2CRM for MS Dynamics
API call for link2CRM for MS Dynamics
1 vote -
Generate docs with pricing tables products from custom entities in MS Dynamics
Be able to generate docs with pricing tables from custom entities in MS Dynamics
4 votes -
4 votes
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Field tags recognition. Ability to adjust height size/font size.
Field tags recognition.
Ability to adjust height size/font size.4 votes -
1 vote
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change custom variable format
change custom variable format
8 votes -
The ability to use discount from the total section of the pricing table to calculate tax after discount is subtracted.
At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?
3 votes -
microsoft teams integration: sync with PandaDoc contacts when you add recipients, ability to add company details, address
microsoft teams integration:
sync with PandaDoc contacts when you add recipients, ability to add company details, address so on1 vote -
Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}18 votes -
Formatting symbols similar to Microsoft
characters that take up space or have a formatting function but do not appear on the printed page
3 votes -
7 votes
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bulk move content library items to the templates tab
bulk move content library items to the templates tab
3 votes -
API - Ability to Lock documents (content) via API
ability to Locked document feature via API
3 votes -
6 votes
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The ability to turn off the pop-up asking to save the document as template
Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.
7 votes -
2 votes
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