4096 results found
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quote builder block for cash, card and finance charges
Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.
2 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
9 votes -
Link Duplicate Pricing Tables
Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.
2 votes -
[Quote Builder]: Column mapping in the quote builder
The option to set up column mapping in the quote builder - similarly to pricing table.
1 vote -
Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
21 votes -
2 votes
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Conditional fields for several recipients
Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.
8 votes -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
3 votes -
Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
3 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
7 votes -
The option to have a template translated automatically in 2 languages
The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.1 vote -
import variable values using spreadsheet
I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets
7 votes -
[Pricing table] ability for the fee calculations to show up in total.
[Pricing table] ability for the fee calculations to show up in total.
2 votes -
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
4 votes -
4 votes
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Disallow Recipients To Delete Attachments
Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.
Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.
Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document
1 vote -
Option for recipient to see document analytics
Option for the recipient to see if other signer has opened or viewed document
6 votes -
GloFox
Integrate or Sync with GloFox
1 vote -
1 vote
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