6441 results found
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Alternative logic for line item discounts in Quote builder
Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.
6 votes -
Reporting on Users and Licenses
Be able to pull a report on users and their licenses
3 votes -
Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
1 vote -
1 vote
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Kommo CRM
Integration with Kommo CRM
3 votes -
Add QES toggle setting to Templates
Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.
3 votes -
API & QES: Add QES toggle as input parameter to the SEND endpoint
The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint
5 votes -
Option to remove watermarks from Documents generated from Free Sandbox
Option to remove watermarks from Documents generated from Free Sandbox.
Will allow the user to remove watermarks from Documents generated from Free Sandbox.
1 vote -
Option to document archive and vault using AWS S3 bucket
Option to document archive and vault using AWS S3 bucket
1 vote -
Use custom fields from Sugar CRM in merge rules
Option to use custom field from Sugar CRM in the merge rules
1 vote -
Option for Quarterly Billing pricing in the catalog
Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.
5 votes -
1 vote
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Option to hide / archive Content library items on the content library panel
Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.
1 vote -
Ability to update 'grand_total" using API.
It would be helpful to have the ability to update 'grand_total" in a document using API
2 votes -
ServiceNow
Integration with ServiceNow
ex. tokens, fields, and custom data points
sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
Current workflow:
documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.4 votes -
Adding a "Complete" status to the documents with payment gateways
The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added
4 votes -
Notification when you close to the volume limit
Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).
1 vote -
zoom functionality to the embedded iframe
- Will allow the user to use zoom functions in embedded IFrame
1 vote -
Product category in pricing table SFDC
I want to have the possibility that PandaDoc recognizes when a section in a pricing table is empty and thereby not show that specific section.
Here an example, as you can see the section 'Tijdelijke bruikleen' is empty and I want PandaDoc to recognize this and not show the section.
1 vote -
1 vote
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