7431 results found
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Custom role ability to add/remove users
The customer wishes for the custom role to include the capability to add and remove users, as well as modify their licenses.
1 vote -
Option to access the document directly using notification/inbox
- Will allow the user to access the document directly using the notification from the inbox
1 vote -
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 -
Different pricing tiers per product
Will allow the user to set different pricing tiers per product.
1 vote -
Option for Tailored discount
- will allow he user to set tailored discount based on a specific factor
2 votes -
Ability to set up conditions based on dropdown selected by the recipient.
Ability to set up conditions based on dropdown selected by the recipient.
1 vote -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
7 votes -
Ability to share a document link with non recipients
Ability to share a document link with non-recipients
7 votes -
Automatically resize blocks to size of adjacent blocks
Ability for items I'm resizing to snap to the size of the other items near it
1 vote -
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 -
A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.
A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.
1 vote -
Conditional discount based on recipient
Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost
2 votes -
2 votes
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Add option to create product variations
It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…
9 votes -
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
35 votes -
Ability to sort documents by the renewal date.
Ability to sort documents by the renewal date.
1 vote -
Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
1 vote -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
Ability to have a toggle for Annual or Monthly pricing in the Quote Builder
It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.
3 votes -
Option to track user actions within the account
The ability to track actions such as who has logged in/out and who has removed documents, etc.
4 votes
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