3784 results found
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://support.pandadoc.com/en/articles/16442466-conditional-approvals-with-quotes-new-experience
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Save videos of terminated notary sessions
An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.
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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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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6 votes
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4 votes
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For variables to pass more than 10000 characters
The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.
3 votes -
Variables for the quote builder
Variables for the quote builder
7 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
9 votes -
Ability to use forms in Rooms
Ability to use forms in Rooms
4 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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Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
7 votes -
Sync fields only from Pandadoc to SFDC and not bidirectionally
Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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PandaDoc desktop app
PandaDoc desktop app
10 votes -
Inbox: Mark all as read at once
Inbox: Mark all as read at once
3 votes -
Automation: Document Sent or Opened, Change Stage
It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically
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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5 votes
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Allow empty value on radio button option
Allow empty value on radio button option
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 video:
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7 votes
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[Word import] the Signature string Word feature to convert this signature into a PandaDoc document
the Signature string Word feature to convert this signature into a PandaDoc document
2 votes -
Adding Laos (KIP) currency in pricing table
adding Laos (KIP) currency in pricing table
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the video below!
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Conditional smart content for images to populate in pricing tables
conditional smart content for images to populate in pricing tables
Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.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!
