4076 results found
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26 votes
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customize payment gateway payment page
Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.
26 votes -
discounted price per unit
The option to show the discounted price per unit (not only the final one).
Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.
26 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
26 votes -
26 votes
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Company Stamp Function
Ability to add a "Stamp" to your signature/profile and be reused across documents.
26 votes -
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
26 votes -
26 votes
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Subtotal *without* line item discounts total & the subtotal without discount
subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and
25 votes -
Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
25 votes -
Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.25 votes -
25 votes
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Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
25 votes -
Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
25 votes -
Ability to search within the document
Ability to search within the document
25 votes -
25 votes
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Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach25 votes -
Change title [PandaDoc] Signed copy of "..." to a custom text.
When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?25 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
24 votes -
Place a page break inside a text block
Allow a user to customize or cut a whole text block on desired segments.
24 votes
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