6711 results found
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Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually
Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually
2 votes -
Edit Company Name in all contacts
Have the ability to search by company in Contacts and edit company name in all contacts
1 vote -
Follow Up Boss
Integration with Follow Up Boss
2 votes -
Salesforce formula field - using a dynamic Template + Opportunity for document name
For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used
1 vote -
Disable auto numbering
Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,
2 votes -
1 vote
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integration with coda.io
integration with coda.io
2 votes -
Disable Product Image Preview in CPQ
When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.
2 votes -
Modify iframe design when using embedded links
The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.
1 vote -
Partial Editing Permissions for Member Roles
This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.
2 votes -
Dynamic text: conditional logic for tables rows and cells
Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)
2 votes -
2 votes
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2 votes
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2 votes
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Mercury Bank payment gateway
Adding Mercury Bank as a payment gateway to PandaDoc's integration.
2 votes -
Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
2 votes -
Move Completed document to a folder based on "name contains" value
There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.
2 votes -
Drag and Drop Content library into text field
Ability to drag and drop a Content Item into a text block.
1 vote -
Hide suggest edits history from recipient
The customer would like to hide or remove edit suggestions history from the recipient's view.
2 votes -
Pass the Salesforce currency variable to display only the currency symbol
The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead
2 votes
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