4071 results found
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1 vote
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collapsible sections/pages
collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in
9 votes -
Sync Pandadoc CPQ with Salesforce Pricebooks
We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.
4 votes -
Change Salesforce Sync Trigger names
Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.
1 vote -
3 votes
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support Google Drive or MS OneDrive videos
Be able to support Google Drive or MS OneDrive videos instead of just youtube/wistia
2 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
10 votes -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
5 votes
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2 votes
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Customize information passed to QuickBooks
Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.
15 votes -
2 votes
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update prices when duplicating
When you replicate an old document it doesn`t update the prices that have been updated via import.
Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.
So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.
Imagine the frustration and the workload in…
1 vote -
1 vote
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Give the recipient of the form the ability to replicate a part of the form.
As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.
I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.
1 vote -
Instructional Bubbles to Guide Recipients
Instructional bubbles to guide recipients in filling out the document,
17 votes -
Add Shipping Cost as an option in pricing table row
Ability to add a shipping cost row into the total of the pricing table.
3 votes -
2 votes
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Disable access to the document for recipients once it's completed
Disable access to the document for recipients once it's completed
16 votes -
Recipient Feedback
Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.
3 votes
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