6879 results found
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add multiple pricing tables in once document created via Salesforce
add multiple pricing tables in once document created via Salesforce
2 votes -
use the API to combine templates
For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document
2 votes -
2 votes
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One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in
Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.
2 votes -
2 votes
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Stripe: Prevent Doc Sender from Sending Doc with Themselves as the Assigned Payer
Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.
2 votes -
2 votes
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Option to have the signature appear with a frame around it with the transaction ID number.
Option to have the signature appear with a frame around it with the transaction ID number.
2 votes -
The ability to map a discount set in a flat amount for a Text field with Hubspot.
Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).
2 votes -
Confirm with the client before we charge them when switching to paid plan after trial
Confirm with the client before we charge them when switching to paid plan after trial
2 votes -
Clear button for Signature Field
Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.
2 votes -
Improve algorithm for Viewed Proposal detection (client spam filter opening links)
Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.
Two items that could improve accuracy for the Panda view status here:
1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter
2) Consider including an extra link in the body of the email. If this was clicked within seconds of…
2 votes -
Hide Contacts section from team members
Hide Contacts section from team members
2 votes -
2 votes
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Signing order across multiple documents
Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer
2 votes -
Add pricing items to the summary in Stripe receipt
Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt
2 votes -
Ability to access PandaDoc via MS Dynamics' Context IQ
Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.
- Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.
2 votes -
Set max number of items in Volume-based Pricing
I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option
2 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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optional items in pricing table for mobile app
optional items for pricing table in mobile app
2 votes -
Smart content: set a pricing table out of 3 as an automatic source of payment
When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.
2 votes
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