7099 results found
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 votes -
QuickBooks Online Taxes and Discounts
Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.
2 votes -
2 votes
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Instamed to be added as option for payment gateways
Instamed to be added as an option for payment gateways
2 votes -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
2 votes -
Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
2 votes -
2 votes
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Dynamic Text Flow Around Fields Based on Recipient Input
The ability for text content around fields to dynamically adjust based on the input length, similar to how variables function before a document is sent.
2 votes -
[Smart Form] dropdown option for contact preset
We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.
2 votes -
In Person Signing on Multiple Devices
The ability to allow other participants to access the same document and perform in-person signing on different devices.
2 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
2 votes -
Ability to adjust the automatic zoom on the mobile app
Could you please let us know if there is any configuration setting on our end to disable or reduce this automatic zoom functionality? If not, would you be able to assist us with a solution or workaround for this issue?
2 votes -
Ability to map products to pricing tables and pricing section in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votes -
Ability to place rules on the pricing table, so only specific line items from the Hubspot deal populate specific pricing tables
I am referring to rules placed on the pricing table, so only specific line items from the Hubspot deal populate specific pricing tables (there are two pricing tables – one for one off costs, one for ongoing costs).
2 votes -
Ability to have a combined variable for hardware in a summary table at the end of the document.
I was wondering if it was possible to have calculated variables. The use case is that I have several product types for hardware (mobile hardware and fixed hardware). I want to display pricing tables with options for each type, but then have a combined variable for hardware in a summary table at the end of the document. Is this possible?
2 votes -
More content options for a Room Homepage
Would like to be able to add attachments such as a PDF to the home page
2 votes -
Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
2 votes -
document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes -
Multiple eSign disclosure agreements per workspace
The ability to add multiple eSign disclosure agreements per workspace would be helpful.
2 votes -
Hide the Timeline panel on the right side of the Overview page
Hide the Timeline panel on the right side of the Overview page
2 votes
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