6930 results found
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4 votes
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Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 votes -
Replying notification email
I would like the recipient reply more than one emails when replying notification email.
4 votes -
salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
Localization/Recipient view in Polish
Change the recipient view language to Polish (as was available in within Classic Editor)
4 votes -
Ability to delete logo
Ability to delete logo
4 votes -
Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4 votes -
product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
4 votes -
Put two payment blocks on a document
The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.
4 votes -
Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay4 votes -
Pricing table remove columns for line items
Allow to hide columns for individual line items
4 votes -
Remove account owner from emails about billing/invoices/payments/receipts
Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails
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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Recipient Experience for Mobile App
Decline document thru mobile app. They want to have it so that if recipients have the mobile app or free users do they still see the documents they've received.
4 votes -
Include Salesforce opp link in approve notification
Include the link to related to the document Salesforce notification in approval email.
4 votes -
Payment link to be mandatory in PandaDoc( like a button)
Payment link to be mandatory in PandaDoc( like a button)
4 votes -
Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
4 votes -
Paste signatures for each page of the document
Ability to add signatures for each page for uploaded document
4 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
4 votes -
Migrate all the documents from PandaDoc to Hubspot
A direct file migration with functionality to Hubspot
4 votes
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