7204 results found
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2 votes
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Discount applied after tax
The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.
3 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
3 votes -
Ability to change PandaDoc icon in email (not workspace logo/profile image).
Ability to change PandaDoc icon in email (not workspace logo/profile image).
11 votes -
Integrate with Tabby System
Ability to integrate with Tabby System
5 votes -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
10 votes -
[Approval workflow] allow to select more than 1 approver from the list
Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person
2 votes -
Auto decline after a specified period of expiration
Auto decline after a specified period of expiration
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)3 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
8 votes -
4 votes
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2 votes
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Guidewire Integration
Guidewire Integration to implement integrations between InsuranceSuite and third party apps
2 votes -
Create custom fillable fields
The ability to create custom fillable fields
5 votes -
Copy and paste fields/variables from one template to a new template
Option to copy and paste fields/variables from one template to a new template
5 votes -
Drag and Drop Content library into text field
Ability to drag and drop a Content Item into a text block.
1 vote -
Pre-assign Roles in Zendesk Support EV2
Allow for integration between Zendesk Support and PD the capability of pre-assigning the recipients to the role when creating a document within Zendesk Support (EV2)
1 vote -
2 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to sort PandaDoc folders by most used in Microsoft Dynamics
Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics
2 votes -
2 votes
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