7232 results found
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Set minimum billing amount
We have a minimum billing policy in our company. We need the document to default to the set minimum billing amount if the document total based on pricing tables falls below the minimum.
1 vote -
Individual documents in Bundle Automatically pushed into proper PDoc Folders
Customer needs a way to take a completed bundle and set up an automation to be able to break the bundle back into individual documents that could then be pushed into separate PDoc folders. The action would allow user to designate where each individual doc needs to go (specific PDoc folder)
1 vote -
Favicon in PandaDoc
Ability to setup Favicon
1 vote -
2-way sync with SFDC - Approved in SFDC automatically approves document
Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.
1 vote -
Ability to set up several rules for conditional fields
Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box
1 vote -
Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
3 votes -
Server in Saudi Arabia
Server in Saudi Arabia
3 votes -
Use a different email per workspace
The ability to use a different email per workspace within an account.
8 votes -
3 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
[Hyperlink]
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Payment scheduling on QB
The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.
1 vote -
Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
6 votes -
Enhanced CSV capabilities for bundle and product options updates on Catalog
Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates
3 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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3 votes
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Document Selection in PandaDoc Based on Certain Fields.
Document Selection in PandaDoc Based on Certain Fields.
3 votes -
Maintain variable placement when the source file is replaced in the document
The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature
1 vote -
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
2 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
10 votes -
Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
18 votes -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes -
1 vote
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