5967 results found
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update prices when duplicating
When you replicate an old document it doesn`t update the prices that have been updated via import.
Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.
So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.
Imagine the frustration and the workload in…
1 vote -
2 votes
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Bulk Send: Retract / Undo a bulk send batch with errors easily
Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).
9 votes -
Customer and Product Driven Discount Tables
Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.
i.e. Custom Field for catalog item "Product Code" = "Accessory"
In the pricing table pull in product code and extend discounted net based on customer.
Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.2 votes -
API Dynamic replay to email
When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.
1 vote -
6 votes
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1 vote
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24 votes
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5 votes
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customize the outgoing message based on template
customize the outgoing message based on template
8 votes -
1 vote
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label documents as wet signature completed
label documents as wet signature completed
5 votes -
Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)
How about adding round corners to the blocks.
Like in the PowerPoint. It will look especially nice on the cover page with the block background.15 votes -
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
30 votes -
Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach27 votes -
Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes -
2 votes
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Pre-assign Roles in Zendesk Sell EV2
Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)
1 vote -
3 votes
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Send pdf download option in e-mail
Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed
2 votes
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