5374 results found
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Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
6 votesValeryia Baranava responded
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Default Text Box / Blocks size
Ability to see the width of a given box and than adjust the others until they are the same width
6 votes -
adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name6 votes -
Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
6 votes -
Data Merge Pricing Table: Change the date format
I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.
If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state
6 votes -
6 votes
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6 votes
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6 votes
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Editing signing order from the Send document window
The option to edit signing order from the Send document window.
6 votes -
6 votes
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Automatically add roles when you add smart content with the content library items.
Option to automatically add roles when you add smart content with the content library items.
6 votes -
6 votes
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Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
6 votes -
6 votes
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Option to filter documents by integration linked / not linked status
Option to filter documents that is not linked to an Integration.
-will allow the user to filter document that is not linke with Salesforce, HubSpot etc.
6 votes -
6 votes
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Use text values in pricing column: add text to the price column in the pricing table
add text to the price column in the pricing table like: To be determined instead of the price
6 votes -
dynamically populate images from "collect files" field
dynamically populate images on the document level from the "collect files" field
6 votes -
Don't allow automatic PDF page breaks between headings and their subsequent paragraphs
In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…
6 votes -
6 votes
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