6452 results found
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Ability to use the collect card details field in relation to Chargify/Maxio
Ability to use the collect card details field in relation to Chargify/Maxio.
Currently, you can only use this field with Stripe.1 vote -
1 vote
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1 vote
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Import from CRM option for sent and viewed documents
Option to update values from Salesforce via Import from CRM option for sent and viewed documents
1 vote -
Gmail Plug in - import a non-pdf
import non-PDFs through the Gmail plug-in
1 vote -
Gmail extension: Create documents
Ability to create documents via the Gmail extension.
1 vote -
1 vote
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Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
1 vote -
Allow user role changes for invited users.
Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.
1 vote -
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template.
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template
1 vote -
Hubspot line item update options - Comapny, Contact, Deal, Custom Object
Please allow line items to be updated or created for Company, Contact, Deal, or Custom Object.
1 vote -
start document sequence numbering from 0
start document sequence numbering from 0
1 vote -
Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
1 vote -
Integrate payments using HubSpot
Integrate payments using HubSpot
1 vote -
Apply theme text to all text even if text set manually before theme is applied
At this time, if text is manually set in a text block and a theme is applied --> the text associated with the theme will not override the text that was manually set in a text block. This can be a pain for users that have hundreds of templates and CLIs.
1 vote -
Send documents in Zendesk Support without being redirected to the PandaDoc website
The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.
1 vote -
Autofill with custom date (more than 365)
Allow more than 365 days to autofill date field
1 vote -
use the name of the workspace as a White labeling sender
use the name of the workspace as a White labeling sender
1 vote -
Pricing table - charges on a specific line item only exempting other line items.
charges on a specific line item only exempting other line items.
1 vote -
Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
1 vote
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