7271 results found
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Field Cloning
I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.
3 votes -
Create a Video Links Library
It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.
3 votes -
3 votes
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filter Activity Data by Template Type
filter Activity Data by Template Type
3 votes -
when a form is completed, can I choose who receives the response
when a form is completed, can I choose who receives the response
3 votes -
Add option to have Discount and Tax items in the footer display the total of each from the line items
Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.
This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.
3 votes -
Shared with me folder to be available from HubSpot on EV2
Shared with me folder to be available from HubSpot on EV2
3 votes -
Catalog item description formatting on import
Allow to pass the formating for item descriptions for catalog items
3 votes -
Have a possibility to create groups within workspaces
Have a possibility to create groups within workspaces
3 votes -
On the day exchange rate calculation.
We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.
3 votes -
3 votes
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Billing custom role/custom role permissions
Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.
3 votes -
Recipient Feedback
Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.
3 votes -
Enable scroll wheel on mouse when dragging blocks
The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower
3 votes -
Total cost in words - variable
Variable that will type out total cost in words as well as numbers.
3 votes -
Link2CRM link to Opp and Account
As a user I would expect Link2CRM to work like a normal link does within SFDC. If we a document is linked to an Opportunity it should also be linked to the account as this is what happens within the main PandaDoc application.
3 votes -
3 votes
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Shift locking boxes
So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.
3 votes -
ability to add a rule to change from viewed to completed
ability to add a rule to change from viewed to completed
3 votes -
Change the default settings in Card details field
Ability to change the default Country and State in card details field.
3 votes
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