7544 results found
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Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
resize textfield to make smaller in ev2
resize textfield to make smaller in ev2
3 votes -
3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 votes -
Add Related Products to Pricing Table Based on Initial Selection
Ability for a pricing table to automatically display related products or services based on the initial selection made by the user. For example, when a user selects a primary product or service, the system would dynamically suggest or populate additional related items in the pricing table.
2 votes -
Automate sending a Report based on data within an account's Reports tab.
Customer wants to be able to automatically receive a Report of all Paid documents via CSV file, sent to her, as an example, every Monday. The report will include can include what's currently available within the Reports tab or a custom report.
2 votes -
Highlight sections of the template that are in need of approval
Currently, users can set up approval rules on templates based on quote fields (e.g., discounts applied to items). However, it’s not visually clear on the quote which sections are subject to these rules.
It would be great if sections requiring approval - when the conditions of the approval rules are met - were automatically highlighted so the approver can easily see what to focus on. For example, if any item in a section receives a discount that triggers an approval rule, that section should be visually highlighted.
This would allow approvers to quickly identify which parts of the quote require…
2 votes -
Remove/delete grand total (not just hide)
Remove the grand total
2 votes -
Customize notification on cancelled notary sessions.
Ability to customize notary message that is sent out for cancelled sessions. Currently includes email of person who created request. Would like it to reflect a 1-800 phone number instead.
2 votes -
Gantt chart content block
We have a gantt chart for project timelines in our template that we've build using a table feauture but we'd like in PandaDoc had a feature specifically for this especially because we know many of our competitoras in the space include Gantt charts in their proposals
2 votes -
Support Polymorhic Relations for Lookup Field in Salesforce
At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.
2 votes -
Stripe Installment and recurring payment
Limitation: recurring payments through Stripe only support weekly, monthly, or yearly frequencies, which don't accommodate quarterly or custom installment schedules.
Can we have the ability to match Installment to go the same as recurring options
2 votes -
Automation: Automation with LinkSquare
Ability to automatically send or forward only fully executed (final, fully signed) contracts to an external platform (LinkSquares) via a designated email address, instead of relying on Google Workspace email forwarding rules.
2 votes -
2 votes
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Embedded Signing/ iFrame functionality
iFrame is soon to be deprecated, but some clients still need it
2 votes -
Column-based views with the list of documents
Can PandaDoc display a clear, column-based view showing:
Current document stage (Draft, With Rep, With Approver/Manager, With Client, Finalized)?
Who the document is currently waiting on?
Can this information be visible without hover actions?2 votes -
Additional notification before sending an empty email with a document
There should be an additonal notification asking a user whether they want to send an email to a recipient without any content if they don't add any.
2 votes -
Add the chat feature back in the new editor
I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.
2 votes -
Pass HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table
This is a common HubSpot ↔ PandaDoc limitation, where you can’t automatically pass a HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table as a percentage today—at least not directly.
2 votes
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