6542 results found
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Customer Specific Pricing
Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.
1 vote -
2 votes
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Cross-site tracking
Allow integrations (Hubspot in particular) work without enabling cross-site tracking.
2 votes -
2 votes
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Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
Document/signature forwarding is allowed to specific recipients
Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?
5 votes -
1 vote
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Inline Commenting Email Notifications
They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.
1 vote -
1 vote
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live web document without having to assign 'Role
live web document without having to assign 'Role'
4 votes -
The ability to pay the document right after you sign it
When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.
7 votes -
Adjust expiration warning timeframe
Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.
7 votes -
Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
Hiding documents from Inbox
Not deleting them
1 vote -
6 votes
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2 votes
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3 votes
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payment limit
Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)
2 votes -
Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
2 votes -
Add a link t a document that will trigger some action in Pipedrive when a user clicks on it
I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?
1 vote
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