7436 results found
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eForms subject line settings
eForms subject line settings. Be able to have more control over subject line for eForms.
2 votes -
EngageBay CRM
Integrate with EngageBay CRM
2 votes -
Pricing table - add Price columns without manipulating subtotal/total
-Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.
2 votes -
Content transfer option within the user delete dialog
When deleting a user there should be an option within the delete confirmation screen that lets you choose a new owner for their content. (a simple field to fill in an email and a checkbox confirmation).
Currently, the only option for this is in a separate dialog (within the teams and seats section) and there's no reminder when deleting a user that they own existing content.
1 vote -
Larger Side-to-Side Dragger for Block Resizing
When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.
2 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Custom role: User cannot edit a sent document
Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.
1 vote -
2 votes
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Quote builder: remove sections without products automatically
If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section
2 votes -
Ability to add a recipient every time a form is submitted
Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf
2 votes -
1 vote
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Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
5 votes -
Bulk update room templates
If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?
2 votes -
E.firma for compliance in Mexico
E.firma is the electronic signature system managed by Mexico’s SAT (Servicio de Administración Tributaria), the country's tax authority. SAT’s efirma adds a layer of compliance specific to Mexico, which can be crucial for Mexican customers who need to meet local legal standards.
2 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]3 votes -
Currency: UF currency option for Chile
The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?
1 vote -
Import product catalog from Stripe to Pandadoc
Ability to get the same product catalog between Stripe and PandaDoc
2 votes -
SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
5 votes -
HubSpot: Quote and Pricing Table: Custom Product Order
We are wondering if it's possible to have the Line Items from HubSpot populate our PandaDoc Quotation in our specified order. We have a standardised system and are using category conditional logic where we input items into corresponding categories, but we would like to have a bit more flexibility in terms of specifying an order of those line items in our pricing table because as of now it's transferring those items in a random order.
1 vote -
Option to have a full template view within the platform
The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.
2 votes
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