7337 results found
-
Quote builder: option to add tax to total contract value
In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.
1 vote -
Linking PandaDoc Invoices to Submitted Quotes via PandaDoc
link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc
1 vote -
Chat function integration w/ Hubspot
The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
Flow:
Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.2 votes -
Ability to edit document title after its been completed
Feature to edit just the title of a document after its been completed.
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 video:
-
Styling variables on a document/template
We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)
3 votes -
Smart content value pass through Zapier
Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content
4 votes -
Content Library - Ability to save whole document
Ability to save whole document/contracts instead of per page only.
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:
-
Conditional product pricing
Conditional product pricing: ability to create a product that has a price that is a % of a subtotal
1 vote -
Set various required Signatory fields as a minimum (default) before Doc can be sent
This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!
1 vote -
Add a bulk send item (similar to delete/move function) where we can select documents from the dashboard and click send
A lot of time is consumed when documents are to be sent, as such we really require a feature where we can select documents from the dashboard and send them, instead of having to open each file.
1 vote -
Ability to simultaneously sign Document with several others
Ability to simultaneously sign Document with several others at least 25 like Docusign has
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can add up to 50 recipients to the document and set up a signing order, including a non-sequential order that allows several recipients to sign simultaneously.For more information, please follow the links below:
-
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
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 -
Background images supported with smart content
Add functionality that supports background images appearing when CL items are inserted to documents via smart content.
5 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!
-
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 votes -
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 -
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
- Don't see your idea?