7094 results found

1. Catalogue vs Price books in SFDC

   In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

   How would we go about doing something similar in PandaDoc?

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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2. Import colors from Google

   Import colors from Google

   2 votes

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3. Stripe: for all payment methods connected to a Stripe account to be available for document payers.
   1 vote

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4. Catalog Changes Audit Trail

   I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

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5. Automatically change names of a selection of documents.

   Automatically change names of a selection of documents.

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. An error message that shows if two correlating fields don't match

   not to be abled to fill the field if the data does not match with other field

   https://pandadoc.zendesk.com/agent/tickets/583678

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7. Increase the text field character more than 10,000

   • will allow the user to exceed the 10000 limit
   4 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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8. Payment integration with Rotessa
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9. PandaDoc module for BambooHR

   PandaDoc module for BambooHR

   2 votes

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10. Disable Home

    Disable Home and keep only Team dashboard

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Conceal cents on document value variable

    Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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12. Template: Trash Bin

    Ability to restore templates

    7 votes

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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13. Ability to send Salesforce related files as PandaDoc documents.

    Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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14. Option to upload a custom theme

    Ability to upload your own Custom Theme to the document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Enable the ability to dictate which folder a document created from a template is added to

    Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.

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16. Video Call with a Client

    We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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17. Automation: Variables in Document Title

    Ability for Variables in Document Title will be supported in automations

    8 votes

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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18. Presentation mode while being able to edit from the background

    Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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19. Add payment app to sent/viewed documents

    Add payment app to sent/viewed documents

    6 votes

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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20. Importing your Google contacts (postal address)

    Ability to include postal address

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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