6884 results found
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purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
Push the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
2 votes -
An option to generate a doc in HubSpot from a deal, and not from contact or organization
an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.
2 votes -
Ability to adjust the design of pricing table placeholders.
Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.
2 votes -
Sync Pricing Table with Hubspot Deal Amount
It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
Thanks2 votes -
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
2 votes -
Mobile app - last activity should be clear time when doc was signed vs viewed
Time update next to a completed document doesn't reference when the actual completed time, but increased the time when there was last activity on document. Should either reference the completed time or have clarity into "last viewed".
2 votes -
Certificate that complies with EU applying Regulation (EU) 910/2014.
Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.
2 votes -
Wire Transfer and pass the 4% charges to the Customer
Wire Transfer and pass the 4% charges to the Customer
2 votes -
Add permission option to "View Team Page" without the ability to edit users' roles or licenses
Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.
Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.
2 votes -
Table of Contents Wrapping Text Wrap Text
Customer would like to see table of contents wrapping the text so that table of content shows full text.
2 votes -
ability to pass more than one Salesforce related list into pricing table
currently you can only pass one related list for pricing tables at a time
2 votes -
Gradually unlock next pages for the recipients
Unlock the next page after the user submits all the fields on the previous page
2 votes -
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).2 votes -
Restrict page deletion
Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.
2 votes -
Split lines on Zapier
Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient
2 votes -
Password change notification.
Password change notification.
2 votes -
2 votes
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Send reminder from document view
A button on the document board to easily send reminders
2 votes -
2 votes
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