7331 results found
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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 -
Conditional fields logic for checkboxes
We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.
If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.
We would like…
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 -
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 -
Stripe: ability to stop recurring payments through PandaDoc
Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway
4 votes -
Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
4 votes -
Custom date with business days after signing date
With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.
4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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