7095 results found

1. API - Link PandaDoc Document to Salesforce Opportunity

   Ability to Link PandaDoc Document to Salesforce Opportunity via API

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2. Bold the Grand Total in the Quote

   Bold the Grand Total in the Quote

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. Group a set of fields and require the recipient to fill in one

   Group a set of fields and require the recipient to fill in one

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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4. Approval workflows when users change CLI in documents, such as terms and conditions
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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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5. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc
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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Download as HTML

   Ability to Export PandaDoc document as HTML

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7. Ability to edit the installment date after the 1st payment has been made

   Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

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8. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

   Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. Follow Up Boss

   Integration with Follow Up Boss

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10. Disable auto numbering

    Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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11. integration with coda.io

    integration with coda.io

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12. Disable Product Image Preview in CPQ

    When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

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13. Modify iframe design when using embedded links

    The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

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14. Partial Editing Permissions for Member Roles

    This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Dynamic text: conditional logic for tables rows and cells

    Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Disable alignment bar on fields

    The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    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:

    Deactivate auto-snapping

17. Mercury Bank payment gateway

    Adding Mercury Bank as a payment gateway to PandaDoc's integration.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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18. Upload image or photos in collect files field using API

    to be able to upload an image or photo in the collect files fields using API

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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19. Hide suggest edits history from recipient

    The customer would like to hide or remove edit suggestions history from the recipient's view.

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20. Pass the Salesforce currency variable to display only the currency symbol

    The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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