7544 results found
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Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
3 votes -
"No Payment Collection" UI visibility on Quote builder with no Payment gateway configured
"No Payment Collection" button is showing in draft documents even when payment collection is disabled.
There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected3 votes -
HTML on Rooms feature
The ability to insert/embed HTML or a code block in Rooms.
3 votes -
Option to apply surcharge to Stripe
When collecting a payment, to have the option to set up surcharges through Stripe
3 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 -
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen
3 votes -
Integrate PandaDoc with a Tax calculator
Integrate PandaDoc with a Tax calculator
3 votes -
Option to link conditional fields to payment
Add an option to link conditional fields to payment. For example, if the user selects 'Yes', they proceed to payment; if 'No', the document will be completed without payment.
3 votes -
Allow Document Sender Reassignment Without Resetting Signatures
When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.
3 votes -
Billing frequency in Quote Rules - set the number of months in the billing frequency
The customer needs to - set the number of months in the billing frequency so the contract term is calculated
3 votes -
[Word Export] Support numbered lists in DocX export
Support numbered lists in DocX export
3 votes -
Set specific time for auto reminder
Ability to set a specific time for auto reminder what we only have is days
3 votes -
HubSpot product catalog has different currencies
HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD
3 votes -
AI to Suggest Content Library Items based Template selected
AI that helps suggest which Content from the CLI to use based on existing Templates/Documents
3 votes -
Add headers in certain pages
is there a way to have headers on only certian pages
3 votes -
automation improvement change draft status to sent
automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent
3 votes -
[Integrations][Salesforce][SFDC] 2-way sync for Quote object
The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.
3 votes -
Remove arrow image in forward button from email notifications
Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box
3 votes -
3 votes
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Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
3 votes
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