6454 results found

1. Exclude tax from reporting, CSV download and API

   Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.

   Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. multi-line display in the drop-down field
   3 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. to be able to control the user's progress in filling up the fields in a document

   to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

   3 votes

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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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4. Link Salesforce record expiration settings

   Link Salesforce record expiration setting to PandaDoc document

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5. Staggered Payment
   3 votes

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   Idea  ·  0 comments  ·  Payments  ·  Delete…  ·  Admin →
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6. Save Custom Colors within PandaDoc

   Client would like the option to save custom colors within pandadoc

   3 votes

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7. Option to use the format of saved Content Library Item when adding to a new document or template
   3 votes

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8. Two way sync for Stripe
   3 votes

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9. The ability to make the field area transparent when adding the field to the uploaded area
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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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10. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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11. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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12. seeing the names of the categories on the left panel when hover over them

    seeing the names of the categories on the left panel when hover over them

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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13. PDF attachment restriction

    Make available PDFs more than 25 MB be attached to the notification and delivered to the client.

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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14. Dropdown block
    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Break down variable values into separate lines
    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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16. Auto-populate fields based on contact info
    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. Share template from one account to another
    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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18. Workable

    integration with workable

    3 votes

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19. Ability to forward document signing by forwarding notification email
    3 votes

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20. Show the workspace name instead of the account name in email notifications
    3 votes

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