7242 results found
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Pricing Table will update once line item is added on the Deal [CRM]
- Will allow the changes like added lin items will reflect on the pricing table
3 votes -
Styling variables on a document/template
We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)
3 votes -
3 votes
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Pass files from CRM to Pandadoc
- Option to pass files from CRM to pandadoc
3 votes -
Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
3 votes -
Copy/paste feature for fields (not duplicating or multiselect)
copy/paste feature for fields ( not duplicating or multiselect)
3 votes -
Ability to take a picture of signer + ID at point of signature vs uploading picture of ID
We need a feature that allows the user to take a picture of himself at the moment of the signing vs just uploading a picture of signer's ID
3 votes -
Conditional Feature that will allow the signer to view second page after signing first page
- Will allow the signer to view the next page after they sign the initial page
3 votes -
Ability to see which user made an edit/ change to an item
Ability to see which user made an edit/ change to an item
3 votes -
Upload video from computer to video block
The customer is requesting the capability for the video block to accept videos uploaded from her computer and automatically play when the recipient receives the document.
3 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
3 votes -
Ability to have a toggle for Annual or Monthly pricing in the Quote Builder
It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.
3 votes -
Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
3 votes -
Server in Saudi Arabia
Server in Saudi Arabia
3 votes -
Check the delivery error by email via API/Webhooks
check the delivery error by email via API/Webhooks
3 votes -
3 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
[Hyperlink]
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Enhanced CSV capabilities for bundle and product options updates on Catalog
Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates
3 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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3 votes
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Document Selection in PandaDoc Based on Certain Fields.
Document Selection in PandaDoc Based on Certain Fields.
3 votes -
3 votes
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