3784 results found
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Walkthrough Arrow for Pricing Table Line Items
'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.
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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Updating values in the pricing table without the need to click outside the table
Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.
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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Linked product groups within the pricing table.
Linked product groups within the pricing table.
2 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:
You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.
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Make one payment gateway default over another
Make one payment gateway default over another
2 votes -
Separate Repository for Templates
separate icon for templates
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!
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50% deposit option
It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.
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!
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2 votes
Hi. 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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Automatically highlight selected item in pricing table
The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.
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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Enhanced Tagging System
Enhanced Tagging System
Overview:
Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.
Key Features:
Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.
Template-to-Document Tag Transfer: Tags…
2 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Send an SMS reminder notification
send an SMS reminder notification
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!
Auto reminders -
Map hubspot products outside of pricing table
The ability to place/map products on a document rather than only being able to map them to the pricing table.
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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Rooms: Retrieval of customize email notification
Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room
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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Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
2 votes -
[Pricing Table and Quote] Allow Recipient to Change Additional Multiplier Column
Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.
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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Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
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!
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SMS open analytics - determine if the recipient prefers SMS over email or vice versa
SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.2 votes -
Option to expand product description
Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.
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 below:
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Making fields required or not required based on other fields
Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.
2 votes -
Move Pricing Table Properties to the Pricing Table Theme Settings
Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.
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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receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
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 link below:
