5393 results found
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Automatically Calculate Exchange Rate
Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years
9 votes -
Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.8 votes -
Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
102 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
68 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Automatically remove users from PandaDoc
Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")
2 votes -
2 votes
Valeryia Baranava responded
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2 votes
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Ability to not loose content when two users is editing the same doc at the same time
Ability to not loose content when two users is editing the same doc at the same time
3 votes -
Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Transitioning from QuoteRoller
It's not only an update:
double the cost of our current solution quoteroller.com
find time to implement it / project manage the implementation...
lose all client history2 votes -
HubSpot Access on Document upon Completion
Have the HubSpot integration access in the document when it has been completed.
8 votes -
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
8 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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3 votes
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Resizing PDF Before Downloading
An option to resize the PDF version of a document before downloading.
4 votes -
[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
40 votes -
Build.com
integration with build.com
1 vote -
Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal
The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.
1 vote -
Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
94 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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filter Activity Data by Template Type
filter Activity Data by Template Type
3 votes -
Create and Send document in one API call
Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.
7 votes
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