7126 results found
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Option for downloaded PDF to have information from the collect files field
- Downloaded PDF has an active collect file field
9 votes -
[Quote Builder]: Hide decimal points in the quote builder
hide decimals points in the quote builder
9 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
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Ability to customize formula in a pricing table.
Ability to customize formula in a pricing table.
9 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
eVault
Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…
9 votes -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
9 votes -
Usage Reporting for Content Library Items
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
9 votes -
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
9 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
9 votes -
Add configurable rules for variable names within a Template
Template creators may want to restrict the variable names that would be eligible within a template.
Desired level of the rule would be at the Workspace level, to apply to all of its templates.
Desired rule would be a white list of allowable names, with import/export features to ease maintenance.
9 votes -
Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
9 votes -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
9 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
9 votes -
When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field
When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field
9 votes -
fillable fields for internal use only
fillable fields for internal use only - hide fields from customers or recipients
9 votes -
Smart Content Works on Cover Pages
Be able to use smart content on cover pages.
9 votes -
Enable stripe tax inclusive and tax exclusive feature
It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.
9 votes -
9 votes
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The ability to download a Form as an Excel file
The ability to download a Form as an Excel file
9 votes -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
9 votes
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