7250 results found
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LACRM
Integration with LACRM
2 votes -
Improved connection to Square
As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.
6 votes -
inDesign compatibility increase
inDesign compatibility
3 votes -
Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 votes -
Add document links to Pipedrive (any CRM record)
Allow to add document links (link-sharing) to the respective records, to make emaling them easier.
2 votes -
Google Slides
integration with Google Slides
6 votes -
add thank you message display after the form summation
add thank you message display after the form summation
6 votes -
Grand Total for 2 Different Pricing Table
is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two
52 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
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.
If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.
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Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
10 votes -
[Bulk action] change document owner
Bulk change document owner ability
3 votes -
1 vote
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Push ALL HubSpot product line items to pricing table in PandaDoc
Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.
9 votes -
Replying notification email
I would like the recipient reply more than one emails when replying notification email.
4 votes -
Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page
Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page
Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.
161 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Change the height of a drop down field
At the moment by hovering it is possible to change only the width
1 vote -
Delete Document within CRM iframe
The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time
2 votes -
customize payment gateway payment page
Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.
30 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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Allow fields to be pre-filled and not assigned
Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.
7 votes -
Pre-filled forms
Prefill fields on the form when it opens.
13 votes -
Limit credit card options
Limit credit card options that customer can select from when using CC to pay invoice
3 votes
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