5369 results found
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Embed payment link
embed payment link
2 votes -
Ability to check what monday.com variables are used
The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.
3 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 -
TakePayments - payment integration
TakePayments - payment integration
3 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)
6 votes -
Setup a due date for recurring payments
Option to setup a due date for recurring payments
5 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 -
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)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 -
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
4 votes -
Option to add crop marks
Option to add crop marks
3 votes -
12 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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Ability to keep the template currency when importing products from Pipedrive.
Ability to keep the template currency when importing products from Pipedrive.
1 vote -
Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
6 votes -
Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.
Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.
3 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Ability to set up multiple choice within the pricing table via API.
Ability to set up multiple choice within the pricing table via API.
1 voteHi,
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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