7146 results found
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Connectwise
Integration with ConnectWise
14 votes -
Multiple Branding Options for One Workspace
Client would like the ability to add multiple branding settings, (like logos), for one workspace.
17 votes -
Allow other people besides The document owner to receive renewal notification emails
Allow other people besides The document owner to receive renewal notification emails
21 votes -
Template & CRM Roles mapping: Autofill role with contact Email in Zoho
Auto assign contact role when creating a document in zoho
4 votes -
translate products in pricing table to another languages
translate products in pricing table to another languages
5 votes -
columns to retain their default name in Ev2 once after unhidden
columns to retain their default name in Ev2 once after unhidden
1 vote -
Conditional Logic set up in Pricing tables
Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.
226 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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connect different channels in MS Teams to different workspaces in Pandadoc
connect different channels in MS Teams to different workspaces in Pandadoc
4 votes -
Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table
An ability to pull the catalog items data through the variables into the document/pricing table
8 votes -
9 votes
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Clickable phone number link ☎️
Ability to add a phone number as a hyperlink (now it is now allowing you to do so).
9 votes -
[Bulk action] Select and edit / update several templates at once
Bulk edit templates
31 votes -
single row table
A single row table would be very helpfull for a sum on a quate
3 votes -
Salesforce - Include Job Title contact field in the Add new contact
In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.
11 votes -
purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
Recipient names can be set by other recipients
You can send documents to a recipient, and they can set the other recipient names/emails
3 votes -
can the Fee column be automated from the catalog
can the Fee column be automated from the catalog
3 votes -
Automatically add Pipedrive custom product fields to pricing table
Automatically add Pipedrive custom product fields to pricing table
9 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
3 votes -
Flowplayer Videos
Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/
1 vote
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