6874 results found
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1 vote
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Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
2 votes -
Bulk update room templates
If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?
2 votes -
E.firma for compliance in Mexico
E.firma is the electronic signature system managed by Mexico’s SAT (Servicio de Administración Tributaria), the country's tax authority. SAT’s efirma adds a layer of compliance specific to Mexico, which can be crucial for Mexican customers who need to meet local legal standards.
2 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]2 votes -
Currency: UF currency option for Chile
The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?
1 vote -
Import product catalog from Stripe to Pandadoc
Ability to get the same product catalog between Stripe and PandaDoc
2 votes -
SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
3 votes -
HubSpot: Quote and Pricing Table: Custom Product Order
We are wondering if it's possible to have the Line Items from HubSpot populate our PandaDoc Quotation in our specified order. We have a standardised system and are using category conditional logic where we input items into corresponding categories, but we would like to have a bit more flexibility in terms of specifying an order of those line items in our pricing table because as of now it's transferring those items in a random order.
1 vote -
Option to have a full template view within the platform
The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.
2 votes -
Workspace Default Enhancements for Forms and Other Documents
We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.
- In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
- If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
1 vote -
Scheduled Fields
Add a condition or schedule to when the fields need to be completed.
''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''
1 vote -
Strikethrough amounts on pricing table.
Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)
1 vote -
Manage Recipient Groups
Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.
1 vote -
HubSpot Syncing on Contact Records
Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.
2 votes -
Scroll option in text fields with limited width.
If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.
2 votes -
Typography Conditions in CPQ or Pricing Table
Ability to set conditions relating to typography.
e.g
Once the condition is met the segments/sections text will automatically go ''bold''
2 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
1 vote -
Background Images Docx Import/Export
Support background image when importing/exporting docx files.
1 vote -
Installments: request a second payment after a period of time
At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?
1 vote
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