7590 results found
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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 -
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 -
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 -
Box.com integration
Integrate with Box.com
5 votes -
Document generated by automation should be sent by original sender and not admin owner
By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.
10 votes -
Ability to search for documents based on products purchased
For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.
2 votes -
Stripe: ability to stop recurring payments through PandaDoc
Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway
5 votes
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