7121 results found
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Ability to adjust the installment dates after the document has been sent
Ability to adjust the installment dates after the document has been sent
3 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
3 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]3 votes -
HubSpot Syncing on Contact Records
Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.
3 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
3 votes -
3 votes
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Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
3 votes -
Renewal notifications available via API
Setup renewal notifications via API
3 votes -
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
3 votes -
Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)
Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available
3 votes -
Populate recipient phone number when sending via SMS
The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).
3 votes -
Hide pricing table/QB section if the product hasn't been added
To hide sections in a pricing table if there's no product synced into it from a CRM
3 votes -
Customize wording in quote builder (Select/Selected) , single/multiple item selection
The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
That way the sender can let the recipient know what their "Suggestion" is etc.3 votes -
Ability to set conditional rules for fields assigned to different roles
Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial
3 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes -
Product Catalog: calculated pricing
An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.
3 votes -
QES: Digidentity
Ability to use Digidentity to QES Feature
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
3 votes
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