7469 results found
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Freshsales integration on EU domain
Freshsales integration on EU domain
1 vote -
Set Home Tab Options for Entire Workspace
We were wondering if we could customize the Home page’s time period for the entire workspace
2 votes -
Saved My Signature option on the mobile app
Ability to use the saved "My Signature" option on the mobile app
2 votes -
audit trail in template
Audit Trail in the Version History of the Template. Show which component has been touched or removed or edited. Was it the signature block, the table, the variable X,Y,Z. Was it the Smart Content, the approval workflow, pre-assigned roles, the image, the header or whatever it is that was changed, accidentally or intentionally. I'm finding it annoyingly buggy that we had to disconnect and reconnect the integration a couple of time since getting this rolled out in May. We can't leave the template, the integration or the automation as is for long durations of time without needing to retouch or…
1 vote -
Update Signing Order once document is sent via API
when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI
2 votes -
Automations: update the HubSpot deal value based of the subtotal with the discount
To update the HubSpot amount value based of the subtotal with the discount.
1 vote -
The ability to easily push design elements full bleed
- The ability to easily push design elements full bleed. 2. Also have some sort of 'margins' set for consistent text blocks or other inset elements (like in Canva, i can easily push images to the edge, but I can still set a margin that is visible, and/or text blocks will snap to).
2 votes -
Option to apply surcharge to Stripe
When collecting a payment, to have the option to set up surcharges through Stripe
3 votes -
Option to generate link and will not send the document
When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help
2 votes -
Quote UX imppovements (to match pricing table options)
The client needs to make sure the design of their quotes is EXACTLY as it used to be - they were using pricing tables before. Now that they moved to CPQ, there are some quote design limitations that are critical for them:
Bold column headers
Alternate row colours
Italic description1 vote -
Share template folder with other workspaces
Ability to share a template folder with other workspaces
2 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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To have more then 300 webhooks per workspace
Currently, it is a limitation of 300 webhooks per workspace. It would be great to increase this number
2 votes -
Allow Smart Form Fields to Populate Values Even When Hidden
Currently, in PandaDoc Smart Forms, when a rule both hides a field and sets its default value, the value is not populated because hidden fields default to empty.
The solution is to allow hidden fields to retain or populate their values when set by a rule, so users can hide fields from the form interface while still leveraging their values.
2 votes -
2 votes
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Update Hubspot Property with PandaDoc document status.
I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!
1 vote -
Billing Frequency Variable For Pricing Tables
Users would like to have a system variable that captures the billing frequency of products in a pricing table and inserts this value anywhere within the document.
2 votes -
ability to add 3rd discount in one pricing table: 1) in the line items, 2) in the subtotal, and 3) overall total.
I finally had time to try to make this work and I can get two discounts to work but we actually need to be able to have 3:
1) line item discount
2) multi-year discount
3) reseller discountWe need them to also calculate in that order.
2 votes -
Disable the option for the recipient to reply on the reminder
Disable the option for the recipient to reply to the reminder
3 votes -
Advanced Pricing Table: Total
Hide the total unless the items are selected.
2 votes -
"Agree" field
Option to have "Agree" field that would count as a signature (in case there is no signature field in the document)
1 vote
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