6417 results found
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Attachments to PD docs in Zapier
Attach a file to the created PandaDoc document via Zapier.
Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.2 votes -
2 votes
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Qualtrics
Native Qualtrics Integration
2 votes -
2 votes
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Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
2 votes -
Search by Two Letters
Client would like to be able to search two letters using the search function.
2 votes -
Create dynamic options for document creation
Create IF-statement for sending document - more dynamic options
2 votes -
Recognize float numbers in Pipedrive Numerical fields
Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.
The customer would like to be able to use float numbers to pass them to PandaDoc variables
2 votes -
Ability to track the remaining number of licenses
detect when a new user is added which consumes a license
2 votes -
2 votes
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Section where all fields on doc are grouped so you can see them all at once
UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)
2 votes -
2 votes
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Different currency for pricing table's subtotal and total
Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10
2 votes -
payment network option for authorize.net
Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.
2 votes -
Send Editable Templates
Client wishes to have a template be available for sending without having another user be added on her workspace.
2 votes -
2 votes
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remove the "by 'doc creator'" in sent docs beneath the title
remove the "by 'doc creator'" inside sent docs beneath the title
2 votes -
2 votes
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2 votes
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contract text to update with the appropriate language based on the option the user selects
contract text to update with the appropriate language based on the option the user selects
2 votes
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