7104 results found
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2 votes
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Quote Builder: Custom Column Total
Have the ability to add the total of the custom column in the totals tab.
2 votes -
Formatting properties as percentages
HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).
1 vote -
Setting google the only option when trying to log in
When trying to log in, I want Pandadoc to just provide Google as the option and discard the other options because this is what required by our IT
2 votes -
White label - routing functionality
Ability to intelligently route responses to a specific inbox
2 votes -
Change Document Status from within Document menu
At the moment the only way to manually update the document status is to navigate out and view all documents, then locate the document you want to change the status for. This process is cumbersome and our users are not doing it - there needs to be the option to update the document status from within the document view for the sender. Often our clients never sign a document, as they are not allowed to, but they can provide a PO number, so changing the document status on our end is frequently required.
1 vote -
variable that will display the document currency on the document
a variable that would allow us to display the document currency on the document
1 vote -
Duplicate Quote When Duplicating Document
Would like the ability to copy the information in the Quote Builder when duplicating a document. Currently, when duplicating a document, the quote builder is duplicated but reverts to the default products. In some cases, there can be 10 or more products that need to be manually added again to the quote. The "Transfer data to..." functionality also does not work in this use-case.
1 vote -
Ability to disable payment reminders in sent documents.
Ability to disable payment reminders in sent documents.
1 vote -
QuickBooks Online Taxes and Discounts
Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.
2 votes -
2 votes
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Instamed to be added as option for payment gateways
Instamed to be added as an option for payment gateways
2 votes -
image
I would be fantastic to have an Image Library where we could create folders containing different sorts of images. Just like the template library. This would be very helpfull in creating templates faster. For example client references within different markets of product images in different folders.
1 vote -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
2 votes -
Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
2 votes -
Do not auto sent Quickbooks Invoice
We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.
1 vote -
Change payment terms in Quickbooks Invoice
Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.
1 vote -
Mapping the Item description to the invoice
We customize each product description in Panda Docs and woudl liek to see that mapped to the client invoice.
1 vote -
Approval Workflow by Document Owner
I really like the approval workflow feature. One enhancement that would be incredibly useful is the ability to trigger approvals based on the document creator/sender/owner. This would allow teams to set up approvals specifically for documents created by new PandaDoc users, ensuring quality control without needing to review every document from more experienced users. Currently, the only workaround is to create separate templates for that subset of users and ensure they’re used, which can be cumbersome and less scalable.
1 vote -
2 votes
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