6794 results found
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Ability to search for documents based on products purchased
For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.
2 votes -
[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
22 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
1 vote -
Salesforce: Upgrade API version for APEX Classes
We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.
1 vote -
Export SMS Credits and Contact Numbers
Ability to export the SMS credits noting each number it has been used
3 votes -
share room templates between workspaces
Is there a way to share Room templates between workspaces like there is for Document templates
2 votes -
API - Link PandaDoc Document to Salesforce Opportunity
Ability to Link PandaDoc Document to Salesforce Opportunity via API
2 votes -
Background Images Docx Import/Export
Support background image when importing/exporting docx files.
1 vote -
Installments: request a second payment after a period of time
At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?
1 vote -
Enable and manage approval workflow on the document level
enable and manage approval workflow on document level instead of having to set this on the template level.
9 votes -
Bold the Grand Total in the Quote
Bold the Grand Total in the Quote
2 votes -
Group a set of fields and require the recipient to fill in one
Group a set of fields and require the recipient to fill in one
2 votes -
2 votes
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2 votes
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Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
2 votes -
Download as HTML
Ability to Export PandaDoc document as HTML
2 votes -
Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
2 votes -
Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually
Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually
2 votes -
Follow Up Boss
Integration with Follow Up Boss
2 votes -
Disable auto numbering
Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,
2 votes
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