6888 results found
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api revision number as token
api revision number token for document changes
2 votes -
2 votes
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2 votes
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automatically clear read inbox
Option to clear read inbox
1 vote -
Ability to wrap product description
I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!
1 vote -
create contact with same email address
To be able to add another contact with the same email address for case where clients have the same email address.
1 vote -
Time Zone Setting
We need to be able to adjust the time zone setting default. It makes no sense that UTC was hardcoded into the system and that we don't have the ability to alter it. As a healthcare organization, the risk of losing revenue due to incorrect dates on patient consent forms is extremely high.
1 vote -
Check box list feature
You could replicate the radio button feature but allow for multiple selections for "select all that apply" scenarios.
1 vote -
Quickbook Online invoicing - percentage per section
Ability to create a single invoice that includes a percentage breakdown, such as invoicing 40% of the labor cost, 100% of the hardware cost, and other sections as needed, all on the same invoice in Quickbooks online
1 vote -
Printavo
Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other
1 vote -
Change Case Setting
Be able to adjust any text's case, , including dynamic content, to either Uppercase, Lowercase, Title Case, Sentence Case.
1 vote -
Ability to have more granular options with webhooks
granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)
1 vote -
insert pricing table on a table block
insert pricing table on a table block
1 vote -
1 vote
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Pricing table items pulled from Salesforce should respect the current order in Salesforce, not the order in which items were added
Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.
1 vote -
Hide sections of a document or documents in a bundle from some users but make visible to others
Have a section hidden to some recipients but required for others. Or bundle documents and make some documents visible to some recipients and all documents visible to other recipients. (The use case is a "for office use only" section where we keep notes related to customers' responses to a questionnaire)
1 vote -
Dynamic URL Variable Substitution for Text Links
Objective:
Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.Feature Description
This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.Example Use Case:
A user creates a link in a document with the URL:
https://example.com?user={FirstName}&doc={DocumentID}When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.
How It Works:
Variable Definition:…1 vote -
Custom Field Layout and Quote Formatting Options
It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.
Additionally, it would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the…
1 vote -
hide redirect URL on a document
Ability to hide the redirect URL on a document and only show once the link is clicked
1 vote -
Automatically Sign a form after recipient signs.
Have the ability to sign a form automatically after the recipient signs it. Or be able to pre-sign a form.
1 vote
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