2993 results found
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Show section name in the document details request
The ability to see the name of the sections of the pricing table when requesting document details via API.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
13 votes -
Use same fields in different field conditions
Use same fields in different field conditions
6 votes -
Gratuity in Pricing Table
Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Automation for closed lost when the document is expired in HubSpot
Automation for closed lost when the document is expired in HubSpot
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
5 votes -
Option to remove the white bar in the embedded document view
When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.
2 votes -
Contract repository: pass data from 'data fields' to CRMs/Zapier
Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).
4 votes -
Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
4 votes -
Preview pptx files in Rooms
Preview pptx files in Rooms
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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4 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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add the settings in the pricing table so a few products are already automatically preselected
add the settings in the pricing table so a few products are already automatically preselected
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
6 votes -
share room templates between workspaces
Is there a way to share Room templates between workspaces like there is for Document templates
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
4 votes -
Group a set of fields and require the recipient to fill in one
Group a set of fields and require the recipient to fill in one
3 votes -
4 votes
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Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
3 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
6 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.
2 votes
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