5389 results found
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Pull values to Pricing Table custom columns via Zapier
At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.
5 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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Audio Clip Upload
Ability to upload audio files like mp4 to PandaDoc documents
6 votes -
[French localization] Translate subject in the emails
Change the language of the subject in the email
7 votes -
9 votes
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See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
9 votes -
3 votes
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Improve API to better integrate with Power BI
The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR
3 votes -
Deactivating Contacts
Deactivating Contacts Option
- Having an active contact folder or option
- Having an inactive contact area7 votes -
Document into Folders
Submitted forms thru Template embedding to go to a specific folder.
5 votes -
8 votes
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ability to invite users to access the billing panel
ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.
9 votes -
An ability to update and calculate currency once the currency is changed in the pricing table
It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.
12 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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Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
5 votes -
5 votes
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7 votes
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"Download all" checkbox selects ALL documents
"Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled
9 votes -
Subtotal to be used more than once in the pricing table
Option to use subtotal twice in the pricing table
After a disocunt and after a VAT tax15 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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Automated tags with quarter/year for completed documents
When a document is completed - add a quarter/year/month tag to it automatically for easier search
3 votes -
Internal timeline and reminders for teams collaborating on a document
Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.
6 votes
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