2929 results found
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Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
53 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Xero
Native Xero integration
150 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Change the sender
Change the document sender to any email without using Send on behalf.
24 votes -
5 votes
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Edit Document Creation Variable (system variables)
Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out
17 votes -
Import drop down list for excel or PDF
Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.
11 votes -
Discount for catalog items (products)
Be able to set up discounts for catalog items and insert the items with those discounts
10 votes -
Conditional logic for Hubspot
Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is
6 votes -
Sync Pandadoc CPQ with Salesforce Pricebooks
We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.
5 votes -
Recover Deleted Catalogue Items
Recover Deleted Catalogue Items
7 votes -
5 votes
Hi. 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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move the value of price/amount on the pricing table
move the value of price/amount on the pricing table
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!
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Shopify Product sync
Would love to see the ability to pull product info from Shopify.
9 votes -
Create a Video Links Library
It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.
4 votes -
Advanced Font Styling
- Multiple font weights
- Letter spacing
- Ligatures
- Typekit fonts support
7 votes -
Dynamic variables
They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values
17 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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Create editable documents from a PDF via API
It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.
5 votes -
Add up multiple pricing tables to create a summary table
The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.
133 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Automatic PDF attachments to emails notifying about a completed eForm
With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?
12 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Forms responses CSV with columns named according to fields placeholders
Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data
7 votes
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