7292 results found
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In the Document SEND API endpoint,add a new [reply-to] input parameter
In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.
4 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
4 votes -
EU data residency with Pipedrive
Allow an integration with Pipedrive if the data is stored on EU servers
4 votes -
ZUGFeRD/XRechnung
Ability to generate invoices in the ZUGFeRD or XRechnung format.
4 votes -
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
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 -
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 -
Automation: Data fields will automatically be sorted out based on the fields in the document
Automate data field completion to avoid filling it manually each time—perhaps by pulling information from document fields or variables, or by selecting them once for a specific contract template and applying them automatically thereafter.
4 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
4 votes -
Contract repository: pass data from 'data fields' to CRMs/Zapier
Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).
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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