5371 results found
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Ability to search for documents based on products purchased
For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.
2 votes -
Lock fields in section/quote footers from editing by sales reps in Quote Builder
As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.
2 votes -
Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
2 votes -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
4 votes -
Option to send a document via email and SMS via Zapier
Option to send a document via email and SMS via Zapier
4 votes -
Increase File Size for Automation w/SFDC
Current size limit for automation of completed files to auto save in SFDC is 12MB. This causes problems for customers with larger files to upload. ONLY option is to manually upload into SFDC.
1 voteHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Export SMS Credits and Contact Numbers
Ability to export the SMS credits noting each number it has been used
3 votes -
Smart Folders: sort documents by status or tag
Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…
1 vote -
Move to Folder Automation--Need more options & ability to edit
The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.
Additionally, it would be more helpful to not have the automation tied to the template in…
2 votes -
Integration with Egnyte
Integration with Egnyte
1 vote -
2 votes
Hi,
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 screenshot below! -
Reporting metrics on users
The ability for reports to show user data/internal rate, for example:
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is5 votes -
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
2 votes -
Be able to see created date after you search for a specific document
In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.
1 vote -
User Instructions on a template
The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.
3 votes -
Update prices without having to download the entire catalog
Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.
English:
Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.1 vote -
Pass specific currency formatting to PandaDoc
At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.
This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.
7 votes -
2 votes
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Improve Workspace Loading
When you have over 20 workspaces, in this case hundreds, the loading time to search for one is longer than expected. It can take 20-30 seconds, sometimes longer. This use case has around 500.
2 votes -
When inviting a new user, add a warning about a potential charge in case there are no space licenses
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 screenshot below!
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