7094 results found
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Pro-rate line items
The ability to have a table function that serves to show a pro-rated amount within a pricing table.
5 votes -
Radio buttons populate same table section with fields assigned
radio buttons populate same table section with fields assigned
example: HR page for previous employer. If the radio button is selected as "yes" for previous employer, it will populate the same table with the assigned fields
https://share.zight.com/4guRr56OBenefit of this feature would be useful to all HR use cases
2 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
11 votes -
Ability to track if someone accessed the PandaDoc account from a different location/IP address
An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.
3 votes -
View all automations (pagination)
currently, can only view 100 automations, ,pagination is one good idea to view all automations
2 votes -
Fillquick
Integrate with Fillquick
3 votes -
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.
4 votes
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