7204 results found
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Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
4 votes -
Update products within the Quote object in MS Dynamics
Would be great if the ability to have the automation to update products within the quote object in MS Dynamics similar to how you can with the products in the opportunity.
4 votes -
Salesforce: sync subtotal from PandaDoc to opportunity
I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.
4 votes -
Option to change the font size for fields under the Design tab
Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.
4 votes -
[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
4 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
4 votes
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Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
4 votes -
Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
4 votes -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Pricing table: disable the option for the recipient to select products if the field is assigned to them
Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.
4 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
4 votes -
Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
4 votes -
4 votes
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Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
4 votes -
4 votes
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4 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
4 votes
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