7425 results found
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Pass specific currency formatting to PandaDoc
At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.
This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.
5 votes -
Link conditional fields
Option to link fields in case the condition is applied:
I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field5 votes -
Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients
The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.
5 votes -
Pre-Sign a Document before sending in bulk
Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days
Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days
5 votes -
Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
5 votes -
Advanced analytics for the Rooms.
Advanced analytics for the Rooms.
5 votes -
Catalog - set a tax rate per product and have it automatically calculate on the pricing table
set a tax rate per product and have it automatically calculate on the pricing table
5 votes -
Automatically charge installment payments
The option to automatically charge the payer for succeeding installments.
5 votes -
Add custom tabs inside rooms
The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab
5 votes -
Stripe: ability to stop recurring payments through PandaDoc
Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway
5 votes -
Setup a due date for recurring payments
Option to setup a due date for recurring payments
5 votes -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Retrieve Bundled products' SKUs via API
Ability to retrieve the data of products within a Product Bundle via API
5 votes -
Redirect recipient to a custom URL upon completion based on certain conditions.
Redirect recipient to a custom URL upon completion based on certain conditions.
5 votes -
Text block conditional logic
The ability to have conditional logic on text block not just text fields.
5 votes -
Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
5 votes -
Ability to set a minimum quantity the recipient must choose in Quote Builder
Ability to set a minimum quantity the recipient must choose in Quote Builder
5 votes -
Payment Gateways for EU servers
Option to have payment gateways for EU servers
5 votes -
Specify available quantity for products in pricing table and quote builder
The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count
5 votes
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