6103 results found
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Pricing table - wider description box
if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
In turn this make the pricing table longer if you have detailed descriptions or explanations.In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.
Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.
Separate issue - option to set currency to blank if accidently set to one. If you only…
6 votes -
Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
1 vote
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Several API keys for a single workspace
The ability to generate a few or more API keys for a single workspace.
1 vote -
Internal notes or comments on a document/template
We would like to have an internal note on a document
16 votes -
Presentation mode: hide selected pages
Would like to hide certain pages from presentation mode
4 votes -
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
13 votes -
1 vote
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Google Sheets: follow custom page breaks
In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.
1 vote -
Default value in the field
To set up a default value in the field
3 votes -
5 votes
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Replace unfilled variables with blanks when creating docs via Zapier
If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces
25 votes -
a separate Send action in Zapier
a separate Send action in Zapier
2 votes -
Option to hide token/items from the template/document from specific recipients
Option to hide token/items from the template/document from specific recipients
- will allow the user to hide tokens
6 votes -
Oracle CPQ
Native integration with Oracle CPQ
1 vote -
Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,
Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,
4 votes -
Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
9 votes -
Create Logic in Variable choices in a document based on products
I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…
4 votes -
Smart content and custom fields and conditions
Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.
1 vote -
Automatically link Salesforce Opportunity ID back to the PandaDoc
We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
5 votes
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