6487 results found
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2 votes
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Import contacts with their addresses through the Gmail
Be able to import contacts with their addresses through the Gmail button.
2 votes -
Ability to update 'grand_total" using API.
It would be helpful to have the ability to update 'grand_total" in a document using API
2 votes -
[QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.
To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
For example, a product item with a recurring charge 10 USD/month for half a year.
After 6th collection - it automatically stops.2 votes -
2 votes
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Generate report on the time of document signing
Ability to generate a report on the time when the document was signed
2 votes -
Ability to view the background image within the page properties.
Ability to view the background image within the page properties.
2 votes -
2 votes
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Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
2 votes -
Format data coming in from Salesforce
Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.
2 votes -
option for recipient to save the signed document to their own PandaDoc account
option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.
2 votes -
Edit the email of the sent document then auto resend it after it was changed
Edit the email of the sent document then auto resend it after it was changed
2 votes -
Bundle document in Salesforce PandaDoc module
Ability to click on the "+ Document" option in Salesforce's PD module
2 votes -
2 votes
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2 votes
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Fix Bug: Number formatting wrong in PDF export
When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
Please fix this issue.2 votes -
2 votes
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A notification to be sent to Account Owner for every created Template or Document
A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.
2 votes -
'decline services' zero out the total in the whole price table
able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.
2 votes -
Changing the information without touching the components of the document
Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.
With DocuSign,…
2 votes
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