7070 results found
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Different title for the document PDF
We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary
2 votes -
Discount applied after tax
The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.
3 votes -
Add a signature field to the attachment added to the document via Zapier
add a signature field to the attachment added to the document via Zapier
2 votes -
TakePayments - payment integration
TakePayments - payment integration
2 votes -
Option to setup different pricing for recurring charges
Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)
5 votes -
Setup a due date for recurring payments
Option to setup a due date for recurring payments
5 votes -
Add the duplicate option to the Home page
Add the duplicate option to the Home page
4 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
3 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
API: Reorder document pages
The ability to reorder pages/sections of a document via API.
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)2 votes -
Use pricing table information from first document as variables on the second document when Sending another document Automation
Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation
3 votes -
2 votes
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3 votes
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Options for symbol shortcuts
Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.
2 votes -
2 votes
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Document show viewed only if a signer viewed
Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.
1 vote -
When signature forwarding, it will automatically update other fields or variables
When signature forwarding, it will automatically update other fields or variables when it is sent to another signer
3 votes -
Have a general "To Sign" document status
"To Sign" document status for all documents within the workspace so you can filter them by this status under My documents
2 votes -
Option to add crop marks
Option to add crop marks
3 votes
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