7203 results found
-
Send pdf download option in e-mail
Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed
2 votes -
payment network option for authorize.net
Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.
3 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
29 votes -
Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change
New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.
13 votes -
8 votes
-
14 votes
-
Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
4 votes -
Migrate all the documents from PandaDoc to Hubspot
A direct file migration with functionality to Hubspot
4 votes -
4 votes
-
control what status changes will trigger product 2 way sync in sfdc
option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status
1 vote -
The option to pull the info to a regular table (not pricing) via API.
The option to pull the info to a regular table (not pricing) via API.
11 votes -
Download button
The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).
14 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
5 votes -
Total Time Viewed Reporting
Advance reporting to show total time viewed on each document.
12 votes -
quantity editing for all the pricing table
enable quantity editing on all products simultaneously in the pricing table
7 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:
- Section quantity in Quote Builder
You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.
-
use LaTex to PandaDoc
use LaTex to PandaDoc
1 vote -
Approvers names appear as the names not as icons only
able to see approvers names when checking documents from the Documents list (dashboard)
currently you can see only icons and the names when you click on the icon2 votes -
LACRM
Integration with LACRM
2 votes -
Add document links to Pipedrive (any CRM record)
Allow to add document links (link-sharing) to the respective records, to make emaling them easier.
2 votes
- Don't see your idea?