7482 results found
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Ability to split pages into columns on the document level.
Ability to split pages into columns on the document level.
2 votes -
1 vote
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Document creation only in Salesforce
Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce
1 vote -
1 vote
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Zoho: keep document when the Lead is converted to Contact
When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.
1 vote -
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.
1 vote -
The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
Add templates to scheduling apps to auto send when setting up an appointment
Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.
2 votes -
Reporting on only deleted documents
Customer would like to generate a report for deleted documents alone
1 vote -
Make the Pandadoc contract ID search available
Search for a contract using Pandadoc contract ID data
1 vote -
Subtotal *without* line item discounts total & the subtotal without discount
subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and
32 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:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
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Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
34 votes -
Allow recipients to revisit unfinished forms without having to restart the form process.
Allow recipients to revisit unfinished forms without having to restart the form process.
14 votes -
tiered pricing, (as opposed to volume pricing)
Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
5 x $750 + 15 x $600, instead of 20 x $600.15 votes -
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
22 votes -
Duplicate categories in the catalog
Duplicate categories in the catalog
4 votes -
When sending a document to multiple signers to have a message for just one signer.
When sending a document to multiple signers to have a message for just one signer.
5 votes -
Federated setup
Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.
1 vote -
Xero Practice Manager integration
Native integration with Xero Practice Manager
1 vote
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