5383 results found
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HubSpot CPQ Support for Product Bundles
Address limitation where only the main item with the total price is reflected in HubSpot line-items
2 votes -
2 votes
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Allow recipients to exit the "suggest edits" mode if a suggestion was added by mistake
It is not currently possible for a document recipient to exit the "Suggesting edits" mode if they accidentally added a suggestion and removed it. Adding a suggestion, it can be a single character, immediately pushes a document into a 'Suggesting edits" mode that cannot be exited even if a suggestion is deleted. A document sender would need to review and resend a document to move further.
2 votes -
a setup where both you and the person you’re sending on behalf of can receive email replies
Possibility where both the sender and the person they're sending on behalf of can receive email replies.
1 vote -
duplicating the same product multiple times with different column values directly through rules.
duplicating the same product multiple times with different column values directly through rules.
2 votes -
Ability to pass the value of the variable as all capital from hubspot
When passing the value from Hubspot to PandaDoc, the Company.Name to appear as FINAL RENTAL instead of Final Rental
2 votes -
Restrict who can approve requests to access documents as a collaborator.
Restrict who can approve requests to access documents as a collaborator.
Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.
We kindly request that only administrators be allowed to approve access requests to documents shared via links.
2 votes -
automation improvement change draft status to sent
automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent
3 votes -
Customizable payment portal
i would like to see a customizable payment portal, similiar with Stripe. Various shaped pay buttons, ability to change background color,font
1 vote -
pass the 3% service charge of Quickbooks Online to the recipient
We tested sending and paying a document using the payment app integration, and we noticed that the 3% fee is not automatically charged to the recipient—instead, it’s charged to us. According to a QuickBooks live expert, "QBO is just a receiver of data coming from any third-party app connected to it. Any setup, configurations, syncing, processes, and fees should be consulted on the third-party app’s end. We suggest contacting PandaDoc regarding this process."
Given that, how can we add or pass the 3% credit card fee to the client if they choose to pay us via credit card?
2 votes -
[Integrations][Salesforce][SFDC] 2-way sync for Quote object
The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.
3 votes -
Display Vimeo Video Thumbnail on PDF
Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.
5 votes -
Remove arrow image in forward button from email notifications
Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box
3 votes -
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
2 votes -
Ability to layer elements on top of each other in terms of z-order.
Ability to layer elements on top of each other in terms of z-order.
2 votes -
Tokens cross-module population for Sugar CRM
The feature that would allow users to populate variables through SugarCRM tokens from different/multiple modules in the same document.
2 votes -
Require Attach a file when manually completing documents
if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.
2 votes -
Pass Total Tax from Zoho
Pass Total Tax from Zoho
1 vote -
Ability to select all text across all pages and remove highlight setting
When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1
2 votes -
send a follow up email that the document was paid
send a follow up email that the document was paid
2 votes
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