6794 results found
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Setup a due date for recurring payments
Option to setup a due date for recurring payments
5 votes -
Update Salesforce fields with PandaDoc variable value for selected templates
Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.
2 votes -
Completed date in reporting that corresponds with final signer
Hi!
Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…
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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2 votes
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Option to make product fields in catalog required
Option to make product fields in catalog required
2 votes -
Support Zapier for Rooms
Support the ability to add a recipient to a Room using Zapier.
4 votes -
Payment Gateway: Integrate with NMI
Requesting an integration with NMI as a payment gateway.
4 votes -
Multiple currencies per product in Catalog
Multiple currencies per product in Catalog
4 votes -
PandaDoc extension for Edge
PandaDoc extension for Edge
2 votes -
2 votes
Hi,
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 link below:
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Display name of the product on the checkout page instead of document name
Display name of the product on the checkout page instead of document name
2 votes -
Show section name in the document details request
The ability to see the name of the sections of the pricing table when requesting document details via API.
2 votes -
Hide pricing table if no products were populated
The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.
4 votes -
Pricing table - add Price columns without manipulating subtotal/total
-Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.
1 vote -
Content transfer option within the user delete dialog
When deleting a user there should be an option within the delete confirmation screen that lets you choose a new owner for their content. (a simple field to fill in an email and a checkbox confirmation).
Currently, the only option for this is in a separate dialog (within the teams and seats section) and there's no reminder when deleting a user that they own existing content.
1 vote -
Upload an image for Contacts
Upload an image for Contacts
2 votes -
6 votes
Hi,
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 via your PandaDoc account. For more information, please click the link below! -
Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
3 votes -
3 votes
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API: option to pull hyperlink via variable and set a text to display
Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
{
"tokens": [
{
"name": "URL_Sample",
"value": "www.pandadoc.com/sales",
"text" : "PandaDoc Sales"
}
]
}2 votes
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