6307 results found
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3 votes
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Show "Time to Close" in HubSpot once document has been "completed"
Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.
3 votes -
3 votes
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product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
3 votes -
Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay3 votes -
3 votes
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Improve API to better integrate with Power BI
The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR
3 votes -
Edit Draft In Salesforce Window
"As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "
3 votes -
Pay invoices via Billing page in PandaDoc
At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)
3 votes -
Automated tags with quarter/year for completed documents
When a document is completed - add a quarter/year/month tag to it automatically for easier search
3 votes -
The possibility to add the sequence number without sequence name
The possibility to add only sequence number to the document without required sequence name.
3 votes -
Sender Address in Contact description
Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.
3 votes -
hide sections mapped from Salesforce
An ability to hide the sections (not delete) mapped from Salesforce
3 votes -
The ability to assign folders in the documents tab to members of the workspace
This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized
3 votes -
Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes -
3 votes
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to be able to control the user's progress in filling up the fields in a document
to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first
3 votes -
Link Salesforce record expiration settings
Link Salesforce record expiration setting to PandaDoc document
3 votes -
3 votes
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Save Custom Colors within PandaDoc
Client would like the option to save custom colors within pandadoc
3 votes
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