3812 results found
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export the sales part of the documents in the CSV file
export the sales part of the documents in the CSV file
E.g. Pricing tables items
1 vote -
2 votes
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1 vote
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hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
27 votes -
Expand character limits for values passed from Salesforce Opportunity fields
Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.
1 vote -
Reject the documents once the comments has been noted or written.
Options to reject the documents once the comments has been noted or written.
1 vote -
1 vote
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Option to customize the profile picture
Option to customize the profile picture
- Will allow the user to move the profile picture based on user preference.
6 votes -
Sync between prices in Pricing Table
if the price is updated somewhere in the pricing table, ability to update the price automatically in another place
3 votes -
Modify Billing information to add VAT
Be able to enter or modify VAT number and company name for the billing info
1 vote -
15 votes
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Send documents to slack channels
Proposals to Slack
3 votes -
The ability to log out of Canva from within a template instead of having to go to the Canva website.
1 vote -
Price write out option. For example if the total is $1,254.25 their should be an autofill option that will automatically write it out.
Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand
I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.2 votes -
4 votes
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option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
1 vote -
copy and paste the tables and pricing tables from PandaDoc to a word/excel files
copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.
9 votes -
2 votes
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1 vote
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Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
8 votes
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