7630 results found
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Ability to import products not associated with the Salesforce Opportunity
Currently, the products must be associated with the Salesforce opportunity in order to pull them to the document. It would be nice to be able to pull products that are not associated with the Salesforce Opportunity
2 votes -
2 votes
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2 votes
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Export All Catalog Items via the API
Currently, users are using the existing “List Catalog Items Search” endpoint to retrieve and export all catalog items via the API. However, this endpoint was originally designed as a search endpoint, intended to filter a relatively small subset of items based on a specific query. It was not built to reliably return the entire catalog, which can lead to limitations and unintended errors when used as a full listing mechanism.
2 votes -
Map Standard Quickbooks fields
Map Standard Quickbooks fields:
Description
• Service Date
• Product Name
• Amount
• Note to Customer
• Internal Memo2 votes -
Make SMS Verification required before sending document
Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.
4 votes -
Allow uploaded .DOCX files to be editable using https://www.npmjs.com/package/pandadoc-editor
It's currently not possible to make uploaded .docx file editable using the PandaDoc Editor NPM Library: https://www.npmjs.com/package/pandadoc-editor
We would like it to work the same way as within the native PandaDoc application.
we should be able to make .docx files editable using this NPM Library2 votes -
move a quote builder on a cover page
Inserting/moving the quote builder block on the cover page of your document,
2 votes -
Webhook: Event for Approved Document
webhook event for document approved
8 votes -
Populate the product description from Pipedrive from Products -> Variation -> Comment
Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.
2 votes -
Get a pop-up notification from the app when one of your clients signs a contract
Get a pop-up notification from the app when one of your clients signs a contract
2 votes -
Automation: Create a lead in Salesforce once a document is signed
Automation: Create a lead in Salesforce once a document is signed
2 votes -
HubSpot Automation
Total One time Costs
Total monthly costs
total quarterly costs
total yearly costs2 votes -
Add Related Products to Pricing Table Based on Initial Selection
Ability for a pricing table to automatically display related products or services based on the initial selection made by the user. For example, when a user selects a primary product or service, the system would dynamically suggest or populate additional related items in the pricing table.
2 votes -
Automate sending a Report based on data within an account's Reports tab.
Customer wants to be able to automatically receive a Report of all Paid documents via CSV file, sent to her, as an example, every Monday. The report will include can include what's currently available within the Reports tab or a custom report.
2 votes -
Highlight sections of the template that are in need of approval
Currently, users can set up approval rules on templates based on quote fields (e.g., discounts applied to items). However, it’s not visually clear on the quote which sections are subject to these rules.
It would be great if sections requiring approval - when the conditions of the approval rules are met - were automatically highlighted so the approver can easily see what to focus on. For example, if any item in a section receives a discount that triggers an approval rule, that section should be visually highlighted.
This would allow approvers to quickly identify which parts of the quote require…
2 votes -
Remove/delete grand total (not just hide)
Remove the grand total
2 votes -
Customize notification on cancelled notary sessions.
Ability to customize notary message that is sent out for cancelled sessions. Currently includes email of person who created request. Would like it to reflect a 1-800 phone number instead.
2 votes -
Ability to rename automation
Currently, the automation names are long. Having a way to rename them helps avoid confusion with other automations that have part of their names being the same.
2 votes -
Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
3 votes
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