6796 results found
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Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
13 votes -
Inbox, filter by status for documents
Filter documents in Inbox by status
13 votes -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters13 votes -
Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
13 votes -
[Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.
Ability to export just the LIST of completed documents.
13 votes -
Quickbooks Integration: 2 Way Sync
Option to have Quickbooks as Intergation.
Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.
13 votes -
13 votes
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Replace Source file for specific Page
Would like to be able to Replace Source File for one specific page of the document instead of the whole document.
13 votes -
access emails history sent by pandadoc upon sending documents
history of emails sent with email body text
13 votes -
Add documents to a bundle
Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document
13 votes -
Ability to set an expiration date for the document for "today/by the end of the day".
Ability to set an expiration date for the document for "today/by the end of the day".
13 votes -
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.
13 votes -
pricing table subtotal add text
Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.
13 votes -
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
13 votes -
Preview PDF before sending
Would like the ability to preview the PDF before sending the document
13 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
13 votes -
content library export
It would be great to have an option to export my content library
13 votes -
remove profile photo
I want to completely remove my profile photo. I do not want to replace it with another photo.
13 votes -
create a report from the documents created per recipient
create a report from the documents created per recipient
13 votes -
optional pricing table
ability to have a check box to make an entire pricing table optional
13 votes
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