4076 results found
-
Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
8 votes -
Reporting of multicurrency in the same workspace
Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data
2 votes -
2 votes
-
Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
25 votes -
Multiple Workflow options & conditional workflow
The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.
11 votes -
Add option to have Discount and Tax items in the footer display the total of each from the line items
Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.
This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.
3 votes -
1 vote
-
no extra page when adding item from content library
no extra page when adding item from content library
14 votes -
Pull information from changed library item to existing document
once CLI is changed, it will change info in the documents where this CLI was added.
1 vote -
Recipient verification on Forms (Forms email validation)
Allow the signer of the form to verify the email address as mandatory step to complete the form
16 votes -
PO make out of a proposal once it is completed
When a proposal is completed need to make a PO from there to place an order with a vendor
1 vote -
automatically change the values coming from SFDC to the pricing table (e.g abbreviations)
we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in
1 vote -
1 vote
-
Shared with me folder to be available from HubSpot on EV2
Shared with me folder to be available from HubSpot on EV2
3 votes -
Add a dynamic date field to put on templates
- Be sure to not have to change the date manually before generating a document via a template.
4 votes -
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
Collaborative Version History: if someone made a revision on a template
An updated version of the version history where it shows all the users who made changes in a file.
5 votes -
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
8 votes -
[Hubspot] Create a document from a predefined object in Hubspot only
A customer wants to decide in which object their sales team is able to create documents.
3 votes -
Pass Pricing from Hubspot to PandaDoc Fields
To have the option to incorporate pricing to text fields instead of just the pricing table.
2 votes
- Don't see your idea?