7661 results found
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Ability to hide specific products within the bundle in the quote builder.
Ability to hide specific products within the bundle in the quote builder.
1 vote -
Have synced text fields across templates so if the user changes the text in one template it would change in the other too
have synced text fields across templates so if the user changes the text in one template it would change in the other too
https://pandadoc.zendesk.com/agent/tickets/5680471 vote -
Salesforce: not to pull discount
In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.
1 vote -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
add tags to multiple documents
adding tags to multiple documents
15 votes -
Support Wordpress video embed in documents
support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.
2 votes -
Add existing document as content block
User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.
3 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
4 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
pricing table recurring
Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.
7 votes -
variable with equation
Customer would like a variable that is capable of mathematical equation like the pricing table,
1 vote -
PaySimple
Ability to integrate with PaySimple as payment gateway
2 votes -
Restrict Editing of Smart Content similar to Content Locking
Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.
We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.
5 votes -
Ascending/Descending document status
Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".
4 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
3 votes -
Add Zapier trigger to Change document name after completed
Add Zapier triggers, allowing document names to be changed automatically after completion.
1 vote -
Zoho mobile app
Option to create a document from Zoho mobile app
1 vote -
Pricing table footer - show lines/borders
Pricing table footer display the table. This request is specifically asking for there to be lines/borders in the 'total' section at the bottom of the pricing table.
1 vote -
Swap multiple fields at once
The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)
1 vote -
frontapp CRM
We use frontapp as our CRM tool. I would like for it to fire based upon a comment or tag being added. (frontapp is a layover for gmail but allows for notes to be taken about contacts, allows for other app integrations, and allows for commenting under email threads). It also turns these emails into tasks for staff. The goal is once the pandadoc is signed by all parties, details of when customers begin are added to our google sheets, and to our quickbooks along with the attachments they have provided.
1 vote
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