7613 results found

1. SFDC CPQ Workflows support for Quote object

   Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

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   0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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2. Add Smart Content in a table

   The ability to add Smart Content inside a table.

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. Quote Builder: option to use formulas

   Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field

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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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4. [Quote Builder]: Summary of all Quote builders

   Have 1 quote builder per page then the final page has the summary quote of all of them

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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5. Customize wording in quote builder (Select/Selected) , single/multiple item selection

   The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
   That way the sender can let the recipient know what their "Suggestion" is etc.

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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6. Use same fields in different field conditions

   Use same fields in different field conditions

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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7. QR code in the Signature Certificate to check the authenticity

   QR code in the Signature Certificate to check the authenticity

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   1 comment  ·  Other  ·  Delete…  ·  Admin →
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8. Room Level approval workflow

   Since we have a Room which allows us to create a secure collaboration space. It will be benefecial to have a general Approval Workflow process within the room before publishing

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   1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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9. Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable

   Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.

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   3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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10. Reporting metrics on users

    The ability for reports to show user data/internal rate, for example:
    - First response time - time to respond/open a quote once it has been submitted for approval
    - Number of edits - number of edits required on documents before approval
    - Time to approve quote from submission to approval - see how long the quote approval process is

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. SMS: Notification

    ability to enable sms notification when documents are sent, viewed and completed

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    1 comment  ·  Usability Improvements  ·  Delete…  ·  Admin →
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12. Link conditional fields

    Option to link fields in case the condition is applied:
    I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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13. Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients

    The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Advanced analytics for the Rooms.

    Advanced analytics for the Rooms.

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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16. Quote builder: show product description only after a product is selected

    Ability to show product description only after a product is selected in the Quote builder

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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17. Catalog - set a tax rate per product and have it automatically calculate on the pricing table

    set a tax rate per product and have it automatically calculate on the pricing table

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. Automatically charge installment payments

    The option to automatically charge the payer for succeeding installments.

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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19. Box.com integration

    Integrate with Box.com

    5 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. Stripe: ability to stop recurring payments through PandaDoc

    Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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