7107 results found
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Catalog: price per thousand
Option to show price per thousand (currently, price per unit is shown)
1 vote -
Ability to determine if the sent document is a template or uploaded file
Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.
1 vote -
Option to aggregate all documents with recipient comments
A feature that would enable the system to display all documents that have recipient comments.
1 vote -
API Response for Failed Deliveries
Specific response for when a document created/sent via API has not been delivered to the recipient.
1 vote -
Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
be able to preset pricing table in a template and update certain values like qty in API document creation
customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time
1 vote -
disable upload file option
Having the option to disable to upload file option within the PandaDoc editor
for end-users to not be able to add new documents1 vote -
Home Tabs with Pricing Values
Bringing back the value to the Home Tabs
1 vote -
Ability to add all catalog products into the pricing table.
Ability to add all catalog products into the pricing table.
1 vote -
Pricing table: apply discount to the line item tax total
Option to apply discount to the line item tax total
1 vote -
BambooHR integration: List active and not active employees
BambooHR integration: List active and not active employees.
1 vote -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote -
Reporting feature option will only export the email of the recipients
- Will allow the user to export the email of the recipients using the Reporting feature
1 vote -
Option to set logic for how the fields are copied
When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.
1 vote -
Mailing/burofax/certified letter service
Mailing/burofax/certified letter service
1 vote -
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
1 vote -
1 vote
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Document creation only in Salesforce
Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce
1 vote -
1 vote
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Zoho: keep document when the Lead is converted to Contact
When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.
1 vote
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