2996 results found
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Field data mapped into Pipedrive
Ability to map document field data into Pipedrive
11 votes -
Arabic / Hebrew localization: right-to-left writing
right-to-left writing
123 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
5 votes -
6 votes
Hi. 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!
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Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.22 votes -
SugarCRM two-way sync
SugarCRM two-way sync
3 votes -
Document value currency
Change the document value currency once the currency is set in pricing table.
11 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:
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Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
2 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!
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Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.8 votes -
Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay5 votes -
Remove account owner from emails about billing/invoices/payments/receipts
Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails
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!
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signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes -
Import drop down list for excel or PDF
Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.
11 votes -
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
8 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!
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Discount for catalog items (products)
Be able to set up discounts for catalog items and insert the items with those discounts
10 votes -
Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
21 votes -
Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 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:
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Compression feature within PandaDoc - reduce size of PDFs
Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)
43 votesHi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
We will be communicating it through our product newsletter and via alerts inside PandaDoc. -
Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate
ability to disable Signature Certificate for completed documents
206 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to set Default Role when Inviting new Users
If the account has custom roles- make it appear as default when a new user is invited.
Allow Member Role to be a default role when inviting new users.
10 votes
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