7459 results found
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[Master settings] Custom variables sharing across templates
Share variables across the templates.
12 votes -
An ability to update and calculate currency once the currency is changed in the pricing table
It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.
12 votes -
Total Time Viewed Reporting
Advance reporting to show total time viewed on each document.
12 votes -
Edit template via mobile
Edit the templates via mobile app.
12 votes -
12 votes
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Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
12 votes -
Forwarding documents option for API
Forwarding documents option for API.
12 votes -
Pass files from SalesForce files to PandaDoc
Pass files from SalesForce attached files to PandaDoc document as attached files
12 votes -
12 votes
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12 votes
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12 votes
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Russian localization
PandaDoc localization in Russian.
12 votes -
PandaDoc Style settings are applied to the text copied from another source
Expand Text formatting options:
- Don't transfer text formatting when the text is copied from an external resource
- PandaDoc Style settings are applied to the text copied from another source12 votes -
Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
12 votes -
Document Approved notification
Ability to send "Document Approved" notification to more than just the document creator.
12 votes -
Avoid the verification process with micro deposit for ACH transactions
The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.
12 votes -
Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
11 votes -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
11 votes -
Document.value variable for Bulk Send
Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.
11 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! -
[Bulk Action] Apply Automation to All Templates at once
A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.
11 votes
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