6793 results found
-
Decline document automatically if the quote in Dynamics 365 is closed
We use Pandadoc integrated with Dynamics 365 and when we send a quote to a customer and the customer wants another option of the quote and finally goes on with the new option, the pandadoc we sent for the first quote is still open and either has to be denied by the customer or the sales team internally. Please let us know if pandadoc can automatically close a pandadoc document when the associated quote is closed or revised. Also, we are using uploading PDF document into pandadoc to send the customer.
2 votes -
View an overall list of the taxes collected through payments on documents
View an overall list of the taxes collected through payments on documents
2 votes -
Ability to delete documents from the Payments page
Ability to delete documents from the Payments page
2 votes -
Adding the 'Section Total excl. VAT' to the section total of the quote builder
Adding the 'Section Total excl. VAT' as a custom line to the section total of the quote builder (just like Subtotal, Total Quantity, etc.) will help to save valuable time when sending out quotes and proposals. It is import for the recipient to the that extra information the Section total.
2 votes -
Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
2 votes -
Payment status for installment payments made
A status to reflect when an installment payment has been made and for it to 'stick' even when the document has been edited (it reverts to sent and does not show a record of the payment made).
2 votes -
Signature field: require notarization
Option to add a signature field that prompts signers to schedule an appointment with a Notary.
2 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!
-
Automatic currency conversion for CRM merged data when creating documents
When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.
2 votes -
Ability to break up the date field into 3 fields: one for day, one for month, and the other for year (with autofill)
Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)
2 votes -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
5 votes -
Control the patter of the next button
The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.
2 votes -
Contract Negotiation: Direct Navigation to Document Changes
A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.
2 votes -
Contract Negotiation: Option to Counter-Propose Changes
Option to edit suggestions made by signers so they can accept of reject them.
2 votes -
Use standard tokens from HubSpot to pricing table
Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.
1 vote -
Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform.
Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform
1 vote -
Categorize Saved Messages
Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.
1 vote -
SMS: Notification
ability to enable sms notification when documents are sent, viewed and completed
4 votes -
Customization of products
I sell products that have a 90% customization rate and I really need to be able to have required, fillable fields within the actual product descriptions as they appear on my pricing tables and quote builders. If not that, literally ANY functionality that allows for product customization within templates without having to reformat and add new fields every single time I create a document would be a significant improvement over the current state of catalog product flexibility. (Please note that my organization has explored custom fields, variables etc. to their full capacities and have been unable to resolve our issue…
1 vote -
Payment Integration: Connect Booster
Integration with Connect Booster as a payment gateway.
2 votes -
Arabic Numbers in Pricing Table / Quotes
Option to use Arabic numbers in pricing tables/quotes
2 votes
- Don't see your idea?