7093 results found
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Highlight or mark documents in completed folder
In the Completed folder, there should be a way to highlight or mark which documents were already worked and which need follow-up. Too often I cannot remember where I left off and end up viewing the same documents over again.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the links below:
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Template for an equity agreement in a startup.
When creating a startup it is necessary to make a founders agreement and an equity agreement. The equity agreement is much more formal in terms of ownership and is something I think will be used a lot.
1 vote -
Automatically set quantity at 0 instead of 1 when adding products from the catalog
Automatically set quantity at 0 instead of 1 when adding products from the catalog
2 votes -
Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable
Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.
5 votes -
Non Accumulative Pricing
Our pricing is volume-based non-accumulative. When using your product catalogue and pricing table I want:
Band 1: 1-20 Price X
Band 2: 21-50 Price Y
Band 3: 51-100 Price ZIf a customer is in price 3 with 75 products, I want the pricing table to calculated as non-accumulative. This way:
20 * Price X + 30 * Price Y + 25 * Price Z (Non-Accumulative) Is this possible with you catalogue?
2 votes -
[Hubspot] Pass Phone and Title for deal owner
For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.
2 votes -
PandaDoc Plugin to other Website: PestPac
Link Pandadoc to PestPac
3 votes -
2 votes
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2 votes
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Disable workspace banners
The ability to disable the banners that pop up in the workspace (unrelated to billing banners).
i.e attached image
2 votes -
Upload an image for Contacts
Upload an image for Contacts
2 votes -
2 votes
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes -
Ability to use reporting based on when the signature was created and how long it is valid
It would be very helpful to have the ability to use reporting based on when the signature was created and how long it is valid
1 vote -
HubSpot template extension: ability to set Company and Contact objects as a 'source object
HubSpot template extension: ability to set Company and Contact objects as a 'source object'
2 votes -
Variables: List Value
Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token
2 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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Variable Calculations: Basic Mathematical Operations
Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables
61 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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.
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Improve UI for Room Links
When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.
2 votes -
Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.
I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Сontent library linked fields
Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:
- You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
You also have a CLI, that also has some date fields that you want to link to the fields in the original document.
Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…
2 votes
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