7293 results found
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Support Zapier for Rooms
Support the ability to add a recipient to a Room using Zapier.
4 votes -
Multiple currencies per product in Catalog
Multiple currencies per product in Catalog
4 votes -
4 votes
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Pass currency from various objects in Salesforce, not only Opportunity
We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.
(here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)
4 votes -
Automatically create a new Room when a new client is added
When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".
4 votes -
Create/access Rooms from Pipedrive CRM
Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms
4 votes -
Forms: receive only the completed document notification to the pre-assigned email
Receive only the completed document notification to the pre-assigned email in Form
4 votes -
Quote builder: ability to use fractional numbers within the QTY column.
Ability to use fractional numbers within the QTY column in the quote builder
4 votes -
4 votes
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Folders appear on the Home page
Folders appear on the Home page
4 votes -
Advanced analytics for the Rooms.
Advanced analytics for the Rooms.
4 votes -
4 votes
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Manually completed document audit
Group manually completed documents in one folder or create a tag for them by default
4 votes -
Quote builder: show product description only after a product is selected
Ability to show product description only after a product is selected in the Quote builder
4 votes -
Update the Quote products based on the items a recipient chooses
The customer receives a quote and makes a selection and the document is then filtered back to us for processing
4 votes -
Hide pricing table if no products were populated
The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.
4 votes -
4 votes
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Document download: filter documents by type
Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.
4 votes -
4 votes
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Automatically turn on 'Enable optional item' for pricing tables and quote builder
Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this
4 votes
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