7284 results found
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CPQ Workflow - ability to delete workflows under My Workflow items
Delete/remove "test" workflows within our environment that are partially complete.
4 votes -
CPQ Workflows report for tracking usage
We would like to track CPQ workflows usage to see how our users are adopting the new process.
4 votes -
Multiple line item insertion in pricing table
Add the ability to input multiple values or line items within the pricing table (Quantity and Dollar Amount fields)
2 votes -
3 votes
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The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
2 votes -
Billing frequency in Quote Rules - set the number of months in the billing frequency
The customer needs to - set the number of months in the billing frequency so the contract term is calculated
3 votes -
Passing HTML or Markdown through API variables
Passing HTML or Markdown through API variables
4 votes -
Change background color in rooms
Ability to change background color in rooms.
3 votes -
Set specific time for auto reminder
Ability to set a specific time for auto reminder what we only have is days
3 votes -
Room User Owner reassignment
It would be nice to have the option to change the Room Owner or have it reassigned
3 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
4 votes -
Option to Disable Payment Reminders for Individual Documents
Option to Disable Payment Reminders for Individual Documents.
5 votes -
Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace
Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.
This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.
7 votes -
automation improvement change draft status to sent
automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent
3 votes -
Remove arrow image in forward button from email notifications
Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box
3 votes -
Ability to see how many and what agreements when using a specific template from our template library
I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.
2 votes -
Remove "Document contains a payment" notification when sending a document via link
Currently, even if there is no payment extension added to the document, if there is a document value, when you select to send the document via link, there is a notification at the top that says "This document contains a payment $ assigned to ."
This is confusing for clients because, while there is a pricing table on the document, there is no actual payment on the document. It looks like when they send the document, their recipient will be prompted to pay, even though they won't actually be prompted to pay.2 votes -
Configure the PandaDoc integration in Zendesk to only show on user pages.
Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
• The current integration is designed to be available on both Ticket and User pages in Zendesk Support.3 votes -
automatically calculate the quantity in the table
automatically calculate the quantity in the table not in the pricing table
4 votes -
Set the background image opacity on the downloaded PDF
For example, the colorful page background images in our reports are a drain for someone to print. This feature would give people the ability to set the opacity of a background image OR remove it altogether when the report gets downloaded as a pdf.
2 votes
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