7351 results found
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Format data coming in from Salesforce
Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.
3 votes -
Ability to create a quote with a quantity total rather than only a price total, as we work on a points system.
The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.
3 votes -
Monthly Recurring Revenue token in HubSpot
Option to have Monthly Recurring Revenue token in HubSpot
3 votes -
My Robin Payroll
Integration with My Robin Payroll
3 votes -
calculate discount based on tax+subtotal
calculate discount based on tax+subtotal
3 votes -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
3 votes -
Be able to filter docs by "approved" within a certain time period.
After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.
3 votes -
Add an empty value to the content placeholder
Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)
3 votes -
protect PDF attachment
What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.
3 votes -
Disable automatic webhook deactivation
Do not deactivate webhook automatically even if HTTP 4xx client errors occur
3 votes -
Download multiple documents (document folders) directly to computer
Download multiple documents (document folders) directly to computer
3 votes -
Show document name on expired document notification view
show document name or quote number on an expired document
3 votes -
Require pricing table to be filled out before being able to send out a document
The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.
3 votes -
3 votes
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Ability to reorder user list within a workspace
Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)
3 votes -
If the same user is being a part of multiple approvers groups on a single document, notifications should be sent separately for each group
If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.
3 votes -
Compare Files feature
ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat
3 votes -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes -
Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes
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