5360 results found
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[Quote Builder]: profit and margin
Option to use Profit and Margin app with Quote builder
51 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Shrink the height of fields (text fields)
Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.
3 votesHi,
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 check the video:
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Move Pricing Table Properties to the Pricing Table Theme Settings
Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.
2 votes -
receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
2 votesHi,
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 check the link below:
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Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
Make two rows as a header in the regular table
Option to make 2 rows as a header in the regular table so these 2 rows are shown on the new page in case of page break
2 votes -
Background images supported with smart content
Add functionality that supports background images appearing when CL items are inserted to documents via smart content.
7 votesHi. 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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Link signature fields via field ID to auto-populate across the document.
Ability for users to link signature fields
4 votes -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
13 votes -
Filter documents by currency.
Filter documents by currency.
1 voteHi. 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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Increase the number of characters for template title
Increase the number of characters for template title
3 votes -
3 votes
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pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
9 votes -
Add signatures to notarized documents after the session has completed
Add signatures to notarized documents after the session has been completed. Use case:
I am needing to notarize a document with two different humans who cannot sign together. I was planning on just having one sign the actual (long document) then have the second person just sign a page with a notary block. Is it possible to then add that last signature and notary block to the signed locked document?2 votesHi. 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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2 votes
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View full drop down selection without having to increase field size length
View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.
3 votes -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
21 votesLindsey Schocke responded
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3 votes
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Add payment app to sent/viewed documents
Add payment app to sent/viewed documents
6 votes -
Automations: Forms: Move created Sent or Completed Form Documents to a PD Folder or Google Drive
Moving sent or completed documents to a selected PandaDoc folder or Google Drive - for Forms
7 votes
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