5360 results found
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Conditional product pricing
Conditional product pricing: ability to create a product that has a price that is a % of a subtotal
1 vote -
Set Saved Messages for Specific Users
Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.
1 vote -
sending another document based on recipient's chosen product from initial document that was sent
A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.
3 votes -
Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
11 votesLindsey Schocke responded
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Link document to Salesforce: update products
Option to update products in the pricing table when the document is linked to Salesforce opportunity from the PandaDoc side
1 vote -
Home: change tabs order
Option to reorder tabs at Home
4 votes -
Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- Delete document that was originally created in Step 2
As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.
5 votes -
Pass files from CRM to Pandadoc
- Option to pass files from CRM to pandadoc
3 votes -
Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
3 votes -
Conditional Feature that will allow the signer to view second page after signing first page
- Will allow the signer to view the next page after they sign the initial page
3 votes -
Option for Total Cost in the pricing table
- option for the user in adding Total cost in the pricing table
3 votes -
See the number of downloaded documents
We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.
4 votes -
Ability to see which user made an edit/ change to an item
Ability to see which user made an edit/ change to an item
3 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
3 votes -
Showing changes in documents requiring approval
Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.
4 votes -
Restrict folder without changing user role
Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.
5 votes -
option to have a fillable field without any assigned recipients
option to have a fillable field without any assigned recipients
5 votes -
Ability to create your own home page filters
Ability to create your own home page filters for sorting documents
6 votes -
Identity verification before notary session
face verification/identification similar to recipient verification
8 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
3 votes
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