6929 results found
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Add custom tabs inside rooms
The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab
5 votes -
Option to setup different pricing for recurring charges
Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)
5 votes -
Setup a due date for recurring payments
Option to setup a due date for recurring payments
5 votes -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
5 votes -
Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
5 votes -
Variable in Document Name/Title within the bundle
Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.
5 votes -
Ability to set a minimum quantity the recipient must choose in Quote Builder
Ability to set a minimum quantity the recipient must choose in Quote Builder
5 votes -
Payment Gateways for EU servers
Option to have payment gateways for EU servers
5 votes -
In the pricing tables, the ability to start at a higher number than 1 for volume based pricing.
I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.
5 votes -
5 votes
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Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
5 votes -
5 votes
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Sync PandaDoc to update properties details in HubSpot
To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name
5 votes -
Mark document as Void and resend
Option to add VOID across a document that has already been sent and signed by all parties (and then resend)
5 votes -
Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
5 votes -
Integrate with Tabby System
Ability to integrate with Tabby System
5 votes -
Refresh table of contents when sending the document
when sending the document - display option to "refresh the table of contents"
similar to when you send a document with variables empty - you are notified.
Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.
5 votes -
Pull report showing unused templates data
The ability to add in templates that were created but not used/converted into documents into the reporting feature.
5 votes -
Variable for Template.Name
A system variable that will automatically populate the template name, useful when creating documents via CRM integrations
5 votes -
Being able to extract existing graphics from the Reporting feature
Being able to extract existing graphics from the Reporting
5 votes
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