7136 results found
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remove the owner from being copied on every notification for all licenses
Remove the owner from being copied on every notification for all licenses
3 votes -
quote builder block for cash, card and finance charges
Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.
3 votes -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
audit trail available on the signed document (not in the editor) within the signature field
audit trail link or option within the signature field - before or after the recipient signs the field
3 votes -
3 votes
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Smart Content: restrict adding more than one condition within one rule
Restrict users from adding more than one condition to the rule within the Smart Content Block.
3 votes -
Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
3 votes -
Signature block rotation
The client wants to be able to rotate the signature box so he can put it on the side, vertically
3 votes -
Download more than 300 documents at one time
Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674
Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.
3 votes -
API Improvement (total value added to this endpoint to reduce API calls)
total value added to this endpoint to reduce API calls
3 votes -
Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
3 votes -
Create a group of content added to one folder in the content library and select in to the Smart content
Create a group of content added to one folder in the content library and select in to the Smart content
3 votes -
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
Ability to rename documents in bulk
We have this license number we have from DPS, its on all the docs we have and it needs to be updated
3 votes -
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
3 votes -
Export Contacts who have not completed documents sent to them
To export the contact info for all contacts that have been sent a document to sign but have not signed.
3 votes -
Melio
Hi, once API is up we really need melio integration.
3 votes -
change the color of the download button
change the color of the download button for the documents created via API
3 votes -
Table of Contents: Left Side Navigation While Editing
Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?
3 votes
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