6437 results found
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1 vote
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1 vote
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populate variables in the email
Ability to populate variables in the email, how Flixcheck has this ability.
1 vote -
Home: Recognize signing order for documents under 'Actions Required' tab
A note or indicator showing the signing order hierarchy for documents that require a user's signature but is not yet the current signer.
1 vote -
Ability to set a minimum quantity the recipient must choose in Quote Builder
Ability to set a minimum quantity the recipient must choose in Quote Builder
2 votes -
Vue.js Framework integration
Vue.js Framework integration
2 votes -
option for Full Payment and Split Payment choices
option for Full Payment and Split Payment choices
2 votes -
Radio Buttons as the source for payments
option to use Radio Buttons as the source for payments
2 votes -
Table of Contents for all documents that are bundled as one document.
Table of Contents for all documents that are bundled as one document.
1 vote -
1 vote
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How can I mark a proposal complete if the person signs up another way, like on the phone?
How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.
1 vote -
expand description in the drop down menu
expand description in the drop down menu
1 vote -
1 vote
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Annual Price Increase on Subscriptions
We would like to add an annual year-over-year price increase based on percentage for subscriptions. We reference this in our contract language, but do not have a way to include this in a quotation or order form.
1 vote -
Multi-year Discounts for Subscription Pricing
We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.
1 vote -
PSRE certified
Become PSRE compliant
1 vote -
display credit card details field conditionally based on the payment method field data
display credit card details field conditionally based on the payment method field data
1 vote -
set currency based on pricing table currency
set currency based on pricing table currency when pulling items from the Catalog
2 votes -
auto PandaDoc creation from HubSpot sequence
Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.
1 vote -
Ability to add Document Tags while viewing the document
At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.
1 vote
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