6082 results found
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add tags to multiple documents
adding tags to multiple documents
15 votes -
tiered pricing, (as opposed to volume pricing)
Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
5 x $750 + 15 x $600, instead of 20 x $600.15 votes -
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
15 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
15 votes -
to disable adding the emails that have been added in CC to the HubSpot contacts
if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.
The client wants to disable this feature.
15 votes -
15 votes
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Inbox, filter by status for documents
Filter documents in Inbox by status
15 votes -
Automatically align selected fields
Automatically align selected fields
15 votes -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters15 votes -
Split pricing table
Split pricing table
15 votes -
Smart content block next to another block
Add a smart content block next to another block, or to a table
15 votes -
15 votes
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Approval Workflow through API
Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.
15 votes -
access emails history sent by pandadoc upon sending documents
history of emails sent with email body text
15 votes -
Mask content: Hide Information Until Recipient's Mouse Hovers Over It
It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.
The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)
15 votes -
Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
15 votes -
Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
15 votes -
create a report from the documents created per recipient
create a report from the documents created per recipient
15 votes -
QR Code (or barcode) on form instead of link
Ability to use QR code instead of link for forms
15 votes -
Disable collaborator button.
Give option for admins to disable the collaborator button.
15 votes
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