6794 results found
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Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
1 vote -
Bulk update room templates
If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?
1 vote -
Currency: UF currency option for Chile
The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?
1 vote -
HubSpot: Quote and Pricing Table: Custom Product Order
We are wondering if it's possible to have the Line Items from HubSpot populate our PandaDoc Quotation in our specified order. We have a standardised system and are using category conditional logic where we input items into corresponding categories, but we would like to have a bit more flexibility in terms of specifying an order of those line items in our pricing table because as of now it's transferring those items in a random order.
1 vote -
Workspace Default Enhancements for Forms and Other Documents
We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.
- In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
- If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
1 vote -
4 votes
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8 votes
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Genie AI Integration
Option to integrate with Genie AI
2 votes -
Preview pptx files in Rooms
Preview pptx files in Rooms
2 votes -
2 votes
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Link two text fields so text continues from one field to another
Link two text fields so text continues from one field to another
2 votes -
Scheduled Fields
Add a condition or schedule to when the fields need to be completed.
''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''
1 vote -
Strikethrough amounts on pricing table.
Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)
1 vote -
4 votes
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Once a document is completed, can I have it update an opportunity with the file in Copper?
Once a document is completed, can I have it update an opportunity with the file in Copper?
2 votes -
'In progress' Document Status
Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress
2 votes -
auto-place fields using the mobile app
auto-place fields using the mobile app
2 votes -
add the settings in the pricing table so a few products are already automatically preselected
add the settings in the pricing table so a few products are already automatically preselected
2 votes -
Card details field for PayPal
Card details field for PayPal
3 votes -
Manage Recipient Groups
Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.
1 vote
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