7203 results found
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An ability to update and calculate currency once the currency is changed in the pricing table
It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.
12 votes -
5 votes
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"Download all" checkbox selects ALL documents
"Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled
9 votes -
Copy the page from one document to another.
Copy the page from one document to another.
16 votes -
Subtotal to be used more than once in the pricing table
Option to use subtotal twice in the pricing table
After a disocunt and after a VAT tax15 votes -
Ability to search from Dashboard
Search documents from the dashboard
28 votes -
Pay invoices via Billing page in PandaDoc
At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)
3 votes -
Automated tags with quarter/year for completed documents
When a document is completed - add a quarter/year/month tag to it automatically for easier search
3 votes -
Internal timeline and reminders for teams collaborating on a document
Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.
6 votes -
Omit zero values for pricing tables (show them blank)
i have items coming from the CRM to the pricing table that have 0.00 value
I want to omit this to show blank9 votes -
Borders for one row in a table
also how to add borders to only one row in a table. like the header row
14 votes -
2 votes
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update prices when duplicating
When you replicate an old document it doesn`t update the prices that have been updated via import.
Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.
So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.
Imagine the frustration and the workload in…
1 vote -
1 vote
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Give the recipient of the form the ability to replicate a part of the form.
As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.
I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.
1 vote -
Ability to track the remaining number of licenses
detect when a new user is added which consumes a license
2 votes -
Leave drop down widgets unassigned after filling them out, when creating a new document
When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.1 vote -
2 votes
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Bulk Send: Retract / Undo a bulk send batch with errors easily
Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).
9 votes -
Customer and Product Driven Discount Tables
Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.
i.e. Custom Field for catalog item "Product Code" = "Accessory"
In the pricing table pull in product code and extend discounted net based on customer.
Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.2 votes
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