5392 results found
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Multiply cost of product by additional multiplier column
The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
EXAMPLE:
This customer is buying licenses that are £5…6 votes -
signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes -
Products in different languages and currencies with the same SKU in Catalog
How I can manage our catalog in 2 languages?
I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change27 votes -
Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library31 votes -
Document deletion restriction for non-admins/managers / restrict deleting completed documents
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
Ability to only delete drafts and approved contracts, but not signed contracts
10 votes -
JazzHR
Integration with JazzHR
1 voteValeryia Baranava responded
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Notifications sent to specific emails when a doc is completed
Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)
7 votes -
Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 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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Show / keep fields when document is downloaded in PDF so the recipient can sign on paper
display fields when downloaded (recipient view) without signature
34 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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Payment required to complete the document
Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Resize other blocks as an image block
Resize text, pricing table/table like an image block in blank page & cover page
15 votes -
Send document download to other party
A feature to add users who may need to download a completed document that aren't in the signing or sender parties.
1 vote -
2 votes
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5 votes
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Hiding the banner of the document when embedding through an iFrame
Hiding the banner of the document when embedding it through an iFrame
7 votes -
Delete Document within CRM iframe
The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time
4 votes -
Limit credit card options
Limit credit card options that customer can select from when using CC to pay invoice
3 votes -
12 votes
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Include Salesforce opp link in approve notification
Include the link to related to the document Salesforce notification in approval email.
4 votes -
9 votes
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