6715 results found
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2 votes
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Option to make product fields in catalog required
Option to make product fields in catalog required
1 vote -
PandaDoc extension for Edge
PandaDoc extension for Edge
2 votes -
2 votes
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Automation: Data fields will automatically be sorted out based on the fields in the document
Automate data field completion to avoid filling it manually each time—perhaps by pulling information from document fields or variables, or by selecting them once for a specific contract template and applying them automatically thereafter.
2 votes -
Display name of the product on the checkout page instead of document name
Display name of the product on the checkout page instead of document name
2 votes -
Import from CRM for SFDC CPQ
Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap
1 vote -
Allow URLs to be added as Hyperlink in a Document from CRM
It would be very helpful to be able to add URLs from a variable in CRMs as hyperlink in the documents.
1 vote -
Show section name in the document details request
The ability to see the name of the sections of the pricing table when requesting document details via API.
2 votes -
Ability to download a csv on all active Forms responses
Option to download responses from multiple forms at the same time
1 vote -
Post Bulk send - Email a csv extract to the account email id with Recipient links and all the data variables.
Lot of firms use Mail merge, GMASS and other automations which require Links and variables.
It will great if PandaDoc team can generate a CSV output of Recipient Links after sending a Bulk send . One can receive csv extract to the account email id with Recipient links and all the data variables if any.
The values and link can be further utilised in other automation
1 vote -
API: option to pull hyperlink via variable and set a text to display
Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
{
"tokens": [
{
"name": "URL_Sample",
"value": "www.pandadoc.com/sales",
"text" : "PandaDoc Sales"
}
]
}1 vote -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
2 votes -
Use same fields in different field conditions
Use same fields in different field conditions
2 votes -
Tax automatically added based on the conditional
Tax automatically added based on the conditional
E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province
2 votes -
The ability to select multiple currencies for a template, document or form.
The ability to set up a custom currency formatting with multiple currencies for a template, document or form.
2 votes -
Gratuity in Pricing Table
Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.
2 votes -
HTML to IMG - API
'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc
1 vote -
2 votes
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Customize payment pop-uo
Using payments, I'm wanting to change the message that pops up when someone opens the proposal.
1 vote
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