5401 results found
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SCORE CRM
SCORE CRM
1 voteValeryia Baranava responded
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Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 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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Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 voteValeryia Baranava responded
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Ability to add a multiplier and apply it to both product price and hidden cost.
Ability to add a multiplier and apply it to both product price and hidden cost.
5 votesValeryia Baranava responded
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Ability to arrange and set a header and a footer that will be applied for each newly created template.
Ability to arrange and set a header and a footer that will be applied for each newly created template.
8 votesValeryia Baranava responded
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Account Messaging / Notifications for Admins Only
Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.
9 votesValeryia Baranava responded
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Use pricing table merge rules with public API
I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks
1 voteHi. 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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Do not split content for 2 pages in PDF if you have 1 page in PandaDoc doc
Content on one webpage is one page in the PDF file, it is not splitting for two or more pages
3 votesValeryia Baranava responded
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3 votes
Valeryia Baranava responded
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The ability to set up a maximum limit for discounts in the pricing table.
The ability to set up a maximum limit for discounts in the pricing table.
2 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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1 vote
Valeryia Baranava responded
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Have a "DONE" button on the clients side after they complete their suggestions.
It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.
This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.
6 votesValeryia Baranava responded
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Additional Customizable Settings for Recipients
A way to turn off the ability for recipients who have PandaDoc accounts to receive a document prior to sending a generated link
1 voteValeryia Baranava responded
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Word Cross-Reference Support
Would like cross-references in Word to not give errors when used in uploaded documents.
3 votesValeryia Baranava responded
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11 votes
Valeryia Baranava responded
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1 vote
Valeryia Baranava responded
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Documents page - Open
Reverse the change necessitating clicking Open on All Documents page. The user is already looking at the name - having to move over to Open is an extra step.
1 voteValeryia Baranava responded
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transfer product catalog from one account to another
transfer product catalog from one account to another
1 voteHi,
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, check the link below:
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5 votes
Valeryia Baranava responded
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Link documents to MS Dynamics CRM objects.
Link creation with MS Dynamics.
7 votesValeryia Baranava responded
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