3784 results found
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14 votes
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1 vote
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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Document background image
Option to set an image for document background
56 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to test payment on a document using Stripe (sandbox)
Customer would like to test using Stripe (if it is possible without using their card for payment)
28 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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hide sections mapped from Salesforce
An ability to hide the sections (not delete) mapped from Salesforce
4 votes -
Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ
Hi there, PandaDoc Team!
Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.
Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.
It looks like this used to be possible.
But now, once you select a source, Template is required.Thanks, and please let…
1 vote -
salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 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 link below:
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Pricing table currency based on Salesforce opportunity
Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce
16 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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7 votes
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33 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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pass variables/a variable to the document name through zapier
pass variables/a variable to the document name through zapier
3 votes -
Webhook for New Template Created or Template changed
When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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[Bulk Action] Update multiple catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
40 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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Add Subscriptions to Pricing table
Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table
5 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 link below:
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Prorated invoice option (automatic)
Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.
9 votes -
Pre-assign Roles in Zendesk Sell
Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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change document owner in API.
change document owner in API.
5 votes -
Microsoft 365
Microsoft 365 integration
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview
https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide
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Be able to Paste Images into Editor or add via URL
Be able to paste images into editor instead of uploading using an image block
37 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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9 votes
