5384 results found
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Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
9 votes -
Option for downloaded PDF to have information from the collect files field
- Downloaded PDF has an active collect file field
9 votes -
Conditional formulas in Pricing Table
Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.
9 votes -
pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
9 votes -
Smart Content via Bulk Send
To be able to use Smart Content with bulk send.
9 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
9 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
9 votesLindsey Schocke responded
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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 -
add collaborator to a batch of document or all new documents at once
designate a person as a collaborator on all new documents created or be added to a batch of documents all at once
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 -
Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
9 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
9 votes -
Stripe API to Existing Products and Customers
Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...
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 -
Ability to resize an image within a table
Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.
9 votes -
Customize Start / Finish button text
We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".
9 votes -
The ability to download a Form as an Excel file
The ability to download a Form as an Excel file
9 votes
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