6884 results found
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2 votes
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Export Contacts with Document List and Statuses
Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).
2 votes -
Automatically set quantity at 0 instead of 1 when adding products from the catalog
Automatically set quantity at 0 instead of 1 when adding products from the catalog
2 votes -
Non Accumulative Pricing
Our pricing is volume-based non-accumulative. When using your product catalogue and pricing table I want:
Band 1: 1-20 Price X
Band 2: 21-50 Price Y
Band 3: 51-100 Price ZIf a customer is in price 3 with 75 products, I want the pricing table to calculated as non-accumulative. This way:
20 * Price X + 30 * Price Y + 25 * Price Z (Non-Accumulative) Is this possible with you catalogue?
2 votes -
[Hubspot] Pass Phone and Title for deal owner
For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.
2 votes -
2 votes
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2 votes
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Disable workspace banners
The ability to disable the banners that pop up in the workspace (unrelated to billing banners).
i.e attached image
2 votes -
Upload an image for Contacts
Upload an image for Contacts
2 votes -
2 votes
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes -
HubSpot template extension: ability to set Company and Contact objects as a 'source object
HubSpot template extension: ability to set Company and Contact objects as a 'source object'
2 votes -
Variables: List Value
Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Improve UI for Room Links
When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.
2 votes -
Сontent library linked fields
Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:
- You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
You also have a CLI, that also has some date fields that you want to link to the fields in the original document.
Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…
2 votes -
Auto-place PDF form fields - select only specific form fields to populate in the uploaded PDF in PandaDoc
In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc
2 votes -
Account (custom) role that allows a user to search the entire accounts documents and download them, but cannot edit them.
Account role that allows a user to search the entire account documents and download them, but cannot edit them.
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 follow the link below!
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Smart Form: More field options and more Validation options
Federal Tax ID field, with the validation for that and social security number boxes. For date of birth validation for certain years, for business start date custom dates in the past, and for the second contact card, not all businesses have two owners so it would be nice if there was already a contact preset. to not have the second contact preset being required unless there's info that's input to validate that there needs to be a required email there. and fields for currency that validate that as well.
2 votes -
Text block added automatically containing the information provided by recipients in the fields
A text field would automatically be added based on/containing information that the recipients provided on the document in fields, as a way to group the field information and make the content easier to read.
2 votes -
Custom Roles - Rooms-specific Settings
A possibility to restrict access permissions so that a user can only create and manage rooms.
2 votes
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