7251 results found
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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 -
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…6 votes -
2 votes
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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 votesHi,
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:
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remove the "by 'doc creator'" in sent docs beneath the title
remove the "by 'doc creator'" inside sent docs beneath the title
2 votes -
API- Download as Docx
API to download pandadoc document in docx format.
6 votes -
2 votes
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1 vote
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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 -
Google docs extension similar to word
Have the same functionality as PD word extension but within Google docs
5 votes -
Link Salesforce record expiration settings
Link Salesforce record expiration setting to PandaDoc document
3 votes -
1 vote
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2 votes
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3 votes
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1 vote
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14 votes
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3 votes
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Archive documents
Archive documents
59 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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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 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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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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