7063 results found
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Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
3 votes -
Renewal notifications available via API
Setup renewal notifications via API
3 votes -
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
3 votes -
Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)
Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available
3 votes -
Hide pricing table/QB section if the product hasn't been added
To hide sections in a pricing table if there's no product synced into it from a CRM
3 votes -
Customize wording in quote builder (Select/Selected) , single/multiple item selection
The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
That way the sender can let the recipient know what their "Suggestion" is etc.3 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes -
Product Catalog: calculated pricing
An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.
3 votes -
QES: Digidentity
Ability to use Digidentity to QES Feature
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
3 votes -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
3 votes -
Open a calendar when click on a date variable
Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term
3 votes -
Design: set different font for different headings
Option to set different font for different headings in the design section, for example, we may use Montsterrat for H1 and Roboto for H2
3 votes -
Update HubSpot Property With a Custom Value When Document Status Changes
A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.
3 votes -
3 votes
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Automation: Data fields will automatically be sorted out based on the fields in the document
Automate data field completion to avoid filling it manually each time—perhaps by pulling information from document fields or variables, or by selecting them once for a specific contract template and applying them automatically thereafter.
3 votes -
Use same fields in different field conditions
Use same fields in different field conditions
3 votes -
Tax automatically added based on the conditional
Tax automatically added based on the conditional
E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province
3 votes -
Ability to hide sections in Quote Builder
Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.
3 votes
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