7266 results found
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CPACharge
CPACharge integration
2 votes -
Create a record in Salesforce when document is completed
The ability to create records in Salesforce when a document status changes
2 votes -
Send the document along with Quickbooks invoice
Send the document along with the Quickbooks invoice (so the recipient gets one email containing document and invoice)
2 votes -
Decline document automatically if the quote in Dynamics 365 is closed
We use Pandadoc integrated with Dynamics 365 and when we send a quote to a customer and the customer wants another option of the quote and finally goes on with the new option, the pandadoc we sent for the first quote is still open and either has to be denied by the customer or the sales team internally. Please let us know if pandadoc can automatically close a pandadoc document when the associated quote is closed or revised. Also, we are using uploading PDF document into pandadoc to send the customer.
2 votes -
View an overall list of the taxes collected through payments on documents
View an overall list of the taxes collected through payments on documents
2 votes -
Ability to delete documents from the Payments page
Ability to delete documents from the Payments page
2 votes -
Adding the 'Section Total excl. VAT' to the section total of the quote builder
Adding the 'Section Total excl. VAT' as a custom line to the section total of the quote builder (just like Subtotal, Total Quantity, etc.) will help to save valuable time when sending out quotes and proposals. It is import for the recipient to the that extra information the Section total.
2 votes -
Payment status for installment payments made
A status to reflect when an installment payment has been made and for it to 'stick' even when the document has been edited (it reverts to sent and does not show a record of the payment made).
2 votes -
Signature field: require notarization
Option to add a signature field that prompts signers to schedule an appointment with a Notary.
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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Automatic currency conversion for CRM merged data when creating documents
When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.
2 votes -
Ability to break up the date field into 3 fields: one for day, one for month, and the other for year (with autofill)
Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)
2 votes -
Control the patter of the next button
The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.
2 votes -
Contract Negotiation: Direct Navigation to Document Changes
A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.
2 votes -
Contract Negotiation: Option to Counter-Propose Changes
Option to edit suggestions made by signers so they can accept of reject them.
2 votes -
Payment Integration: Connect Booster
Integration with Connect Booster as a payment gateway.
2 votes -
Arabic Numbers in Pricing Table / Quotes
Option to use Arabic numbers in pricing tables/quotes
2 votes -
2 votes
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Discount variable in pricing table
The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated
2 votes -
Do not override template currency with the HubSpot currency when importing products from HubSpot
Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.
2 votes -
Payment pop-up app after the signer signed the document
The customer would like the pop-up box for the payment to appear right after the signer has signed the document (not when the signer opens the document)
2 votes
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