7436 results found
-
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
8 votes -
Renewal notifications available via API
Setup renewal notifications via API
3 votes -
Edit shared templates
Option to edit shared temlate
2 votes -
Room: bundle templates
Option to bundle several templates from the Template tab under Rooms
2 votes -
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
5 votes -
Restrict members of the Room from downloading documents
The ability to restrict members who will come into the Room from downloading the documents attached instead of going to the document itself and restricting from there.
1 vote -
Preview generated documents under PandaDoc API
Be able to preview generated documents under PandaDoc API before being charged
1 vote -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote -
2 votes
-
2 votes
-
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
5 votes -
Update products within the Quote object in MS Dynamics
Would be great if the ability to have the automation to update products within the quote object in MS Dynamics similar to how you can with the products in the opportunity.
4 votes -
Salesforce: sync subtotal from PandaDoc to opportunity
I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.
4 votes -
"Contact for Pricing" Option in Pricing Tables
Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.
2 votes -
Reporting based on integrations
Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc
1 vote -
2 votes
-
Form: one-time document creation
A document will generate only once from the same recipient email.
2 votes -
Option to change the font size for fields under the Design tab
Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.
4 votes -
Form prefill from the host websites
Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website
2 votes -
Automations: when a form is completed, the finalized document should be automatically transferred to a specified Room
Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.
2 votes
- Don't see your idea?