7424 results found
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Stripe: ability to stop recurring payments through PandaDoc
Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway
5 votes -
Epay - payment integration
Epay - payment integration
2 votes -
Automatically highlight selected item in pricing table
The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.
2 votes -
Payment pop ups before clients have viewed the document
Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.
2 votes -
Autofill date field with sending date
autofill date field with sending date/date sent
2 votes -
HubSpot - 2 or more tokens in 1 fillable field for merge field section
2 or more tokens in 1 fillable field for merge field section
2 votes -
2 votes
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Automatically show custom columns when the product is added to the quote or pricing table
Automatically show custom columns when the product is added to the quote or pricing table
2 votes -
Add new role in the document
add new role in the document
2 votes -
2 votes
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Rooms for Salesforce
Ability to Integrate Rooms with Salesforce
12 votes -
Nicknames and Notes in Contacts
Ability to add nicknames or notes in contact feature
3 votes -
Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
4 votes -
Payment integration with GoDaddy
Payment integration with GoDaddy
2 votes -
Enhanced Tagging System
Enhanced Tagging System
Overview:
Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.
Key Features:
Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.
Template-to-Document Tag Transfer: Tags…
2 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Add rows to the pricing table in bulk
I am working on a large pricing table, and I would need to add a couple of hundred rows at once
3 votes -
Salesforce: integrate with Asset object
Add Assets to the objects supported by the SFDC integration.
2 votes -
API: Add pages to a document
Currently, we can bundle documents via API but not add documents as pages.
3 votes -
Custom date with business days after signing date
With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.
4 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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create a link for collecting files from clients
create a link for collecting files from clients
2 votes
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