6890 results found
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Recognize variables when uploading
The ability for PandaDoc to recognize variables when uploading
2 votes -
Use a variable instead of the recipient email to match the client in Quickbooks
Ability to use a variable instead of the recipient email to match the client in Quickbooks
1 vote -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
4 votes -
Edit templates and documents inside of Zoho CRM
Ability to edit templates and documents inside of Zoho CRM
2 votes -
QuickBooks Inventory
QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''
2 votes -
Hide rows automatically if there is no information in them
Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.
3 votes -
The ability to pay a custom amount or full amount
Allow the recipient to pay either a custom amount or the full amount when making a payment on a document
1 vote -
Podia
Option to have integration with Podia so the recipient gain automatic access to our courses upon payment
1 vote -
Skool
Option to have integration with Skool so the recipient gain automatic access to our courses upon payment
1 vote -
2 votes
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Ability to change PandaDoc icon in email (not workspace logo/profile image).
Ability to change PandaDoc icon in email (not workspace logo/profile image).
7 votes -
User Interface will also reflect in PandaDoc email notifications
The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.
6 votes -
Update Recurring Column in Quotes: CSV: Bulk
The ability to bulk update the recurring column in quotes
3 votes -
Option to create expandable text blocks / Option to expand and collapse text blocks
Option to make a text block expandable if the content is too large.
3 votes -
Optional sections in the pricing table
Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)
1 vote -
Ability to download JPEG images from Collect files field
We'd like to be able to download the JPEG images from the collect files field.
2 votes -
PandaDoc API : Utilize CSV data
PandaDoc API that can utilize the CSV data gathered when a form is completed
2 votes -
Add a content feature for button / Call of action with hyperlink to other pages
The ability to create button with a background color, form (rounded or square), and also hyperlinked/ anchored linked to another page. Some
1 vote -
Home: waiting for others tab for all documents within workspace
Option to have Waiting for others tab for all documents within workspace
4 votes -
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
(now it's YYYY-MM-DD by default and there's no way to change it).
6 votes
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