7206 results found
-
A report of all documents created in PandaDoc showing the associated Hubspot deal
Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from
4 votes -
Save singular fields as content library items
Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.
4 votes -
Give Choice of Radio Button Format
Radio buttons are very useful, it would be even better if we could choose their format.
Specifically I would like to be able to select if Radio Buttons are:
- Circles
- Squares
- Xs
- Checks
One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.
4 votes -
API - add "Required" value for fillable fields in getting template details
"Required" value for fillable fields in getting template details
4 votes -
Payment options aside from credit card in payment integrations
Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.
4 votes -
export the template details into a spreadsheet
export the template details into a spreadsheet
4 votes -
The option to include NDA to sign for the recipients before they can access the document
The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.
4 votes -
4 votes
-
See the recipient's details in the 'document.viewed' webhook.
To have the option for Webhook to expose an IP or recipient details of who viewed the document.
4 votes -
4 votes
-
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
4 votes -
Ability for table block to have same features as Excel
Ability for Table block in PD to have the same features as Microsoft Excel
4 votes -
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
4 votes -
Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
4 votes -
Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
4 votes -
4 votes
-
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
4 votes -
Export variables value
Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?
4 votes -
Suggest edits on the Template level
Suggest edits on the Template level
4 votes -
custom variables - to display 2 or more values instead of 1 value only
custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.
For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.
4 votes
- Don't see your idea?