7425 results found
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Restrict downloading a PDF of a Form for recipients
Disable the ability for recipients to download forms
7 votes -
Connect to an account in Salesforce (not opportunity)
Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity
7 votes -
Highlight/ point out unassigned fields in the template/document
should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields
7 votes -
7 votes
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7 votes
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Sum total before discounts while still showing discounts per line item
Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).
7 votes -
Grouped variables
replace a particular variable from all my templates all at once
7 votes -
[Bulk Action] Add fields
Simplify the process of pulling fields when there are many to be added.
7 votes -
Set default country details in Stripe
We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.
7 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Preview for Forms: test forms without publishing
The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.
7 votes -
Expanding on hidden fields
It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.
7 votes -
Automatically replace the content of a document with the file attached via manual "Change status" window
At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded
7 votes -
multiple payers can pay specified amount on one document
The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document
7 votes -
7 votes
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7 votes
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Section Totals (per Section) (SUM)
When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.
7 votes -
Ability to make a document private between the creator and the recipient
Ability to make a document private between the creator and the recipient
7 votes -
7 votes
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create hubspot ticket (task) once once PandaDoc is submitted
want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)
7 votes -
Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
7 votes
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