7235 results found
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Document tasks
Create and track tasks for specific documents in-app
3 votes -
Financial Force
Integration with Financial Force
1 vote -
Salesforce Marketing Cloud
Salesforce Marketing Cloud integration
1 vote -
More particular chat functionality ie: ability to chat on on section vs inline commenting
Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.
1 vote -
Signature stamp for frequently used signatures
Generate the ability to create a signature stamp.
e.g.
Signature Title: Accounting
Includes:
Brenda (signature and date)
Amanda (signature and date)7 votes -
5 votes
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Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
52 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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Import drop down list for excel or PDF
Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.
11 votes -
MD-Staff
MD-Staff integration
1 vote -
Change Email Title API
Change the title of an email using API
1 vote -
Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount
Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount
1 vote -
7 votes
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Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
6 votes -
Sync Pandadoc CPQ with Salesforce Pricebooks
We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.
5 votes -
Recover Deleted Catalogue Items
Recover Deleted Catalogue Items
7 votes -
5 votes
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Xero
Native Xero integration
142 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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2 votes
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move the value of price/amount on the pricing table
move the value of price/amount on the pricing table
2 votes -
Push ALL HubSpot product line items to pricing table in PandaDoc
Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.
9 votes
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