7251 results found

1. Stripe integration to pull info into PandaDoc, not for payments

   Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

   10 votes

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   Idea  ·  2 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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2. Multiply cost of product by additional multiplier column

   The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
   The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
   It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
   EXAMPLE:
   This customer is buying licenses that are £5 per user, per month for a phone system.
   They have 1500 users on that phone system so need 1500 licenses.
   The contract is for 5 years so there are 60 months in the multiplier column.

   The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
   The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
   It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
   EXAMPLE:
   This customer is buying licenses that are £5… more

   6 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. The ability to sync both Native Pipedrive integration and Pipedrive Extension
   2 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Automatic PDF attachments to emails notifying about a completed eForm

   With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

   11 votes

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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 video:

   PDF of a Completed Form

5. remove the "by 'doc creator'" in sent docs beneath the title

   remove the "by 'doc creator'" inside sent docs beneath the title

   2 votes

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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6. API- Download as Docx

   API to download pandadoc document in docx format.

   6 votes

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   Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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7. Block specific email notifications for specific users
   2 votes

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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8. Block the default email notification with final copy for a specific user
   1 vote

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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9. Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document

   option to setup a fillable field for date that will auto fill the date that the client opened the link

   16 votes

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   Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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10. Google docs extension similar to word

    Have the same functionality as PD word extension but within Google docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Link Salesforce record expiration settings

    Link Salesforce record expiration setting to PandaDoc document

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Recognize pricing tables (and calculate the document value) after the document/template is created via upload based on the pdf of the PD doc
    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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13. Use Zoho for Australia
    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. Option to send completed pdf copy to one recipient only
    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Payment gateway with EasyPayDirect
    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. [Bulk Action] Upload Multiple Images into Document or Template
    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Staggered Payment
    3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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18. Archive documents

    Archive documents

    59 votes

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    9 comments  ·  Other  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

19. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    option to send completed documents to a specific email address automatically

    58 votes

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    8 comments  ·  Automations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

20. Automatically Calculate Exchange Rate

    Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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