6118 results found
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2 votes
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Pass Pricing from Hubspot to PandaDoc Fields
To have the option to incorporate pricing to text fields instead of just the pricing table.
2 votes -
2 votes
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Google docs addon: allow to preassign positions for signatures
Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.
2 votes -
2 votes
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TOC for pages
table of contents for the pages/sections. similar to proposify and better proposals
2 votes -
Auto-update Contact in Contact Library
If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)
2 votes -
Template Overlay
Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!
2 votes -
2 votes
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Custom roles: restrick view of validation fields
In custom role settings add setting to disable the view of validation (masked) fields for the user.
2 votes -
2 votes
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Track Proposal Price without requiring that price be in a price block.
Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.
2 votes -
Theralytics and Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
2 votes -
2 votes
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Export the list of templates per workspace
export template title list per workspace
2 votes -
2 votes
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Option to rearrange / reorder the documents in the documents list
option to move the documents in the list
2 votes -
2 votes
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2 votes
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Include custom fields when adding a new item
When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.
2 votes
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