7401 results found
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Salesforce trigger: automatically send copies of approved documents to "Files" in Salesforce
Is there a way to send the generated document to Salesforce after it's been approved?
2 votes -
Specify file location when uploading completed document to Greenhouse.
Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.
2 votes -
Hide contact suggestion when adding recipients on documents
The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).
2 votes -
Use standard tokens from HubSpot to pricing table
Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.
4 votes -
ZUGFeRD/XRechnung
Ability to generate invoices in the ZUGFeRD or XRechnung format.
4 votes -
Volume-based pricing: show pricing range
Would like the volume-based pricing to be listed without having to hover over it
2 votes -
Disable Document via link for existing documents/links
Ability to disable the Send via link for existing documents and make existing links invalid.
2 votes -
warning notification if the document is not yet viewed
warning notification if the document is not yet viewed
2 votes -
option not to change the fields names on template and document bundling
Ability or option not to automatically change the fields names on template and document bundling.
1 vote -
Send an email once a document is signed
Send an email to specific email or group of email once a document is completed or status changes
2 votes -
Do not auto sent Quickbooks Invoice
We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.
1 vote -
Change payment terms in Quickbooks Invoice
Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.
1 vote -
Ability to pick/change colors of fillable fields (customization, branding, etc.)
This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).
23 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!
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Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
Map dropdown field to QuickBooks Online
you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly
1 vote -
Restrict users from adding specific catalog products to pricing tables/quote builder.
Restrict users from adding specific catalog products to pricing tables/quote builder.
1 vote -
hide line item in pricing table using smart content
Ability to hide line item in pricing table using smart content
2 votes -
Add a fee column that would add the fee to all products in a pricing table at once, without having to type it in for each row
Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row
2 votes -
Rooms: only allow the assigned individual to "complete" the task from the task list
Currently, anyone with access to the room can mark off a task as completed. Would like to prevent this and only allow the member assigned to that task to be able to market as completed.
2 votes -
When adding variable based smart content, be able to edit the content block in the document to add conditional fields.
When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.
2 votes
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