7228 results found
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Export the list of Paid documents.
Export a list of paid documents with the name, amount and date it was paid.
4 votes -
4 votes
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connect an agreement to a specific Stripe Product
connect an agreement to a specific Stripe Product
4 votes -
Remove ''New Form'' document has been completed by all participants email for anyone who has completed a form
I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!4 votes -
Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votes -
change app language to Indonesian
change app language to Indonesian
4 votes -
Search in Documents for "sent by" user
Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.
4 votes -
Option to specify CSV column separator in Workspace settings
when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
Thank you4 votes -
Merge rules for Line Items populated from Hubspot
Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments
4 votes -
Quality of the uploaded PDF
PDF upload improvements so the quality stays the same.
4 votes -
Expiration for Template Validity
Having an option to set validity dates for templates
4 votes -
HighLevel
Integration with HighLevel
4 votes -
Quickbooks sales tax automation
Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.
4 votes -
4 votes
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Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 votes -
Replying notification email
I would like the recipient reply more than one emails when replying notification email.
4 votes -
salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
Ability to delete logo
Ability to delete logo
4 votes -
Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4 votes -
product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
4 votes
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