6471 results found
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2 votes
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Field Validation in forms
Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.
2 votes -
when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Automation with the internal systems(using freshbook) For invoices and contracts
Automation with the internal systems(using freshbook)
For invoices and contracts2 votes -
pull photos of users to PandaDoc documents from Salesforce
pull photos of users to PandaDoc documents from Salesforce
2 votes -
Pre assign roles in app
Would love to see pre-assigned roles carry over into the app
2 votes -
MS teams - ability to sign in-person
Would like the ability to sign in-person through Teams integration
2 votes -
DayForce HR
Have HR tools as an integration (DayForce)
2 votes -
Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot
Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)
2 votes -
Allow limiting of invite
Limit invite feature on documents, so recipients can't invite to collaborate.
2 votes -
Quickly switch between multiple taxes for different regions
when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.
2 votes -
[Integration] Content management system
Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.
2 votes -
Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
Multi-year contract - ability to reflect discount recovery per year
For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.
2 votes -
attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
2 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes -
Fishbowl
Client would like to have the ability to integrate with fishbowl
2 votes -
Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
2 votes -
MS Dynamics GP
I want to integrate with MS Dynamics GP
2 votes
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