7093 results found
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hubspot to pull tokens from multiple objects
Ability to pull tokens from both Deal and Contant records simultaneously
9 votes -
Different currency for pricing table's subtotal and total
Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10
2 votes -
Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
4 votes -
Table headings
Ability to add a heading to the top of a table.
14 votes -
payment network option for authorize.net
Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.
3 votes -
15 votes
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Paste signatures for each page of the document
Ability to add signatures for each page for uploaded document
4 votes -
Pricing table: quantity as variable
Allow to map quantity of items to certain variables
8 votes -
Swiping a card
Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.
1 vote -
Send Editable Templates
Client wishes to have a template be available for sending without having another user be added on her workspace.
2 votes -
to be able to control the user's progress in filling up the fields in a document
to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first
3 votes -
Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
16 votes -
Conditional Charging Logic
The ability to do a surcharge for credit cards but not ACH
7 votes -
2 votes
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Resend button
Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment
44 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Legal Clause Deviation Notification / Reporting
Customer is interested in having a notification/reporting for "legal clause deviations"
example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)
5 votes -
in pandadoc api, roles show as blank in document details when the template has role(s).
in pandadoc api, roles show as blank in document details when the template has role(s).
would be useful to show what recipients had which roles in document details
8 votes -
Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
29 votes -
Stripe integration to pull info into PandaDoc, not for payments
Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments
10 votes -
Multiply cost of product by additional multiplier column
The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
EXAMPLE:
This customer is buying licenses that are £5…6 votes
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