2992 results found
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[Quote builder] Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
10 votes -
Total for values within the pricing table column
Ability to add up just the values listed in the Price column
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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API Email & Text Sent - If one fails, still deliver by other method.
API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.
2 votes -
Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Ability to mask field tags on PDF documents populated via API
Ability to mask field tags on PDF documents populated via API.
For example, a form where a signer enters their Social Security number. Mask the SSN number for security.2 votes -
Quote builder: show discount column if the discount is 0% or $0
Show discount column in the quote builder for the recipient if the discount is 0% or $0
3 votes -
Quote Builder: Custom Column Total
Have the ability to add the total of the custom column in the totals tab.
3 votes -
Formatting properties as percentages
HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).
6 votes -
Setting google the only option when trying to log in
When trying to log in, I want Pandadoc to just provide Google as the option and discard the other options because this is what required by our IT
2 votes -
Routing functionality for whitelabeling
Ability to intelligently route responses to a specific inbox when using whiteladeling
2 votes -
variable that will display the document currency on the document
a variable that would allow us to display the document currency on the document
2 votes -
QuickBooks Online Taxes and Discounts
Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.
4 votes -
Instamed to be added as option for payment gateways
Instamed to be added as an option for payment gateways
2 votes -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
3 votes -
Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
2 votes -
Do not auto sent Quickbooks Invoice
We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.
2 votes -
Change payment terms in Quickbooks Invoice
Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.
1 vote -
2 votes
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[Smart Form] dropdown option for contact preset
We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.
2 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
4 votes
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