5383 results found
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Recipient experience: option to change document title
Option for recipient to change the document title
2 votes -
PandaDoc as a Learning Management System
PandaDoc as a Learning Management System
2 votes -
Linked product groups within the pricing table.
Linked product groups within the pricing table.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.
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Manual Payment Selection for Wire and Check Transactions
I want to use the payments but manually select when they were received for customers that wire transfer payment, or pay with check. We sell large machinery (100k and above) so credit card payments are useless for us
2 votes -
Zettle payment integration
Zettle payment integration
2 votes -
Integration with National Bankcard
Integration with National Bankcard
2 votes -
Simply Easier Payments
Simply Easier Payments payment integration
2 votes -
50% deposit option
It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.
2 votes -
Prevent users from editing the document when they are creating it via HubSpot.
Prevent users from editing the document when they are creating it via HubSpot.
2 votes -
Visibility of a document status for a CC recipient
The option for a CC recipient to see the status of the document.
2 votes -
2 votes
Hi. 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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Automatically highlight selected item in pricing table
The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.
2 votes -
2 votes
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Enhanced Tagging System
Enhanced Tagging System
Overview:
Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.
Key Features:
Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.
Template-to-Document Tag Transfer: Tags…
2 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Embed payment link
embed payment link
2 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
2 votes
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Options for symbol shortcuts
Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.
2 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Formstack integration
Formstack integration
2 votes
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