6487 results found
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embed payment link
embed payment link
2 votes -
2 votes
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Different document title
We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary
2 votes -
when uploading a document with form fields, make the fields require
when uploading a document with form fields, make the fields require
2 votes -
Discount applied including tax
The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.
2 votes -
add a signature field to the attachment added to the document via Zapier
add a signature field to the attachment added to the document via Zapier
2 votes -
TakePayments - payment integration
TakePayments - payment integration
2 votes -
Option to setup different pricing for recurring charges
Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)
2 votes -
Setup a due date for recurring payments
Option to setup a due date for recurring payments
2 votes -
Add the duplicate option to the Home page
Add the duplicate option to the Home page
2 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
2 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
API: Reorder sections
The ability to reorder pages/sections of a document via API.
2 votes -
report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)2 votes -
Delete functionality improvement
What happens a lot of times with our team is they do not double click into the actual text, they single click and hit backspace/delete thinking they are doing to edit text and end up deleting the block itself.
2 votes -
Text block alignment on an uploaded page
Customer would like to have a blue grid line on an uploaded page that will make the text block align in all pages.
2 votes -
Use pricing table information from first document as variables on the second document when Sending another document Automation
Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation
2 votes -
2 votes
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2 votes
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Options for symbol shortcuts
Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.
2 votes
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