7304 results found
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Dashboard - be able to add Customisable Tiles to Dashboard
- add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
6 votes -
Printavo CRM
Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other
1 vote -
Ability to have more granular options with webhooks
granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)
1 vote -
Pricing table items pulled from Salesforce should respect the current order in Salesforce, not the order in which items were added
Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
- Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.
More info can be found here.
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4 votes
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Quote builder: custom field layout
It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.
1 vote -
Form: sent a unique link to the email
Once a recipient fills in their email, a unique link is sent to their email to fill out the form. They should not be able to fill in the form before the link is emailed to them. Essentially "Review Document" option should not be there.
1 vote -
Send the document along with Quickbooks invoice
Send the document along with the Quickbooks invoice (so the recipient gets one email containing document and invoice)
2 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes -
Send the document automatically from HubSpot
Send the document automatically from HubSpot
3 votes -
Variables in title with Forms
Ability to use variables in title with forms,
32 votes -
2 votes
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Quote builder: remove sections without products automatically
If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section
2 votes -
Ability to add a recipient every time a form is submitted
Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf
2 votes -
Bulk update room templates
If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?
2 votes -
E.firma for compliance in Mexico
E.firma is the electronic signature system managed by Mexico’s SAT (Servicio de Administración Tributaria), the country's tax authority. SAT’s efirma adds a layer of compliance specific to Mexico, which can be crucial for Mexican customers who need to meet local legal standards.
2 votes -
Product Catalog: calculated pricing
An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.
3 votes -
QES: Digidentity
Ability to use Digidentity to QES Feature
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
3 votes
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