7484 results found
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4 votes
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Pass currency from various objects in Salesforce, not only Opportunity
We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.
(here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)
4 votes -
Ability to add text blocks to any place on the "content" type page
Ability to add text blocks to any place on the "content" type page.
9 votes -
Option to remove the white bar in the embedded document view
When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.
2 votes -
8 votes
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Genie AI Integration
Option to integrate with Genie AI
2 votes -
Preview pptx files in Rooms
Preview pptx files in Rooms
2 votes -
Pricing table: added row with product image via API
This feature is really important!
2 votes -
Option to delete pages for conditional content on a document level
Option to delete pages for conditional (smart) content on a document level
7 votes -
Link two text fields so text continues from one field to another
Link two text fields so text continues from one field to another
2 votes -
Automatically charge installment payments
The option to automatically charge the payer for succeeding installments.
5 votes -
Scheduled Fields
Add a condition or schedule to when the fields need to be completed.
''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''
1 vote -
Strikethrough amounts on pricing table.
Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)
1 vote -
Conditional fields logic for checkboxes
We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.
If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.
We would like…
4 votes -
Once a document is completed, can I have it update an opportunity with the file in Copper?
Once a document is completed, can I have it update an opportunity with the file in Copper?
2 votes -
'In progress' Document Status
Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress
2 votes -
auto-place fields using the mobile app
auto-place fields using the mobile app
2 votes -
add the settings in the pricing table so a few products are already automatically preselected
add the settings in the pricing table so a few products are already automatically preselected
2 votes -
Card details field for PayPal
Card details field for PayPal
3 votes -
Add custom tabs inside rooms
The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab
5 votes
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