6474 results found
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Proposals that can convert to Contracts
It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.
2 votes -
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
2 votes -
3 votes
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GET Documents by Sequence Number
Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.
2 votes -
Link pricing catalog to specific template
Assign a Pricing catalogue to be used with a particular template.
1 vote -
Add questions before the form
Add questions before the form about recipient to gather data before the recipient begins filling out a form.
2 votes -
3 votes
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Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 votes -
Add catalog items as text.
Add catalog items as text inside a Text block
2 votes -
4 votes
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Banner Of Feature Difference Across Plans Before Upgrading/Downgrading
To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.
1 vote -
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.
4 votes -
ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes -
remove Open PandaDoc option from the page once the recipient signs the document.
remove Open PandaDoc option from the page once the recipient signs the document.
Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.
Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.
1 vote -
Pricing table: calculation for one section
Option to add a percentage fee only for one separate section
1 vote -
Mobile/Web App will be able to complete a document when there are internet interruptions.
Mobile/Web App will be able to complete a document when there are internet interruptions.
1 vote -
The ability to update monday.com variables automatically.
For example, the customer may add a variable, or update a current one, and would like the ability to not have to enter the information manually.
5 votes -
Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email
When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…
49 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
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Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
5 votes
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