7629 results found
-
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.
-
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
-
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 -
[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
118 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!
-
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 -
Tokens/Variables in saved messages / email body or subject
-
New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
218 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
-
-
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 -
make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
3 votes -
Ability to add a Template and have its approval retain as part of the Main Document.
Ability to add a Template and have its approval retain as part of the Main Document
1 vote
- Don't see your idea?