7423 results found
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delete recent templates from document wizard
option a delete recent templates from document wizard
1 vote -
14 votes
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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 -
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.
227 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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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 -
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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AvaTax (Avalara)
Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.
9 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 -
Drawing lines and shapes
The option to draw lines and shapes (like in Word).
88 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! -
can the Fee column be automated from the catalog
can the Fee column be automated from the catalog
3 votes -
[Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)
Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template
117 votesHi there. Thank you for submitting this idea! 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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