6887 results found

1. Sort contant library items alphabetically (when editing a doc)
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   Idea  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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2. HBSC account direct payment

   Make payments go to HSBC account directly instead of going through PayPal or Stripe.

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3. [Bulk action] Ability to change sequence of multiple templates at once
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4. Notification of unfilled fields for sender
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5. Expose Cost/Profit margin endpoints in API + Zapier

   Cost/Profit Margin endpoints exposed in PandaDoc API

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6. Ability to download a receipt as a separate document (PDF)
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7. Ability to upload PDFs to comments on a document
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8. Copper Sync - Refresh Document

   Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

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9. Payment Gateway - Alipay
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10. Reset branding
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11. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)
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12. Move Checkbox

    Ability to adjust were the optional checkbox falls in a pricing table

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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13. Catalog - Ability to update custom columns with a CSV
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14. Unchecked boxes disappear once sent to client

    Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

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15. PayFlow Pro gateway support by the PayPal integration
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16. Accept logo without modifications

    Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

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17. Automatically mark PD domain as safe sender
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18. Hubspot - documents created from an object show up under other objects associated with this object
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. Accept Button before signing

    Button accept before signing the document from the clients' side.

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20. Hubspot contact in a deal to be auto assigned to a role
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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