7438 results found
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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 -
Automatically add additional signature fields
We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.
It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.
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 -
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 -
Delete Document within CRM iframe
The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time
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 -
Put two payment blocks on a document
The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.
4 votes -
Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay4 votes -
Pricing table remove columns for line items
Allow to hide columns for individual line items
4 votes -
Recipient Experience for Mobile App
Decline document thru mobile app. They want to have it so that if recipients have the mobile app or free users do they still see the documents they've received.
4 votes -
Include Salesforce opp link in approve notification
Include the link to related to the document Salesforce notification in approval email.
4 votes -
Payment link to be mandatory in PandaDoc( like a button)
Payment link to be mandatory in PandaDoc( like a button)
4 votes -
hide sections mapped from Salesforce
An ability to hide the sections (not delete) mapped from Salesforce
4 votes
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