5905 results found
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Set max number of items in Volume-based Pricing
I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option
2 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Smart content: set a pricing table out of 3 as an automatic source of payment
When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.
2 votesValeryia Baranava responded
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Collapse content in pricing table: for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
in pricing table for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
2 votesValeryia Baranava responded
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Clear Signature and notify sender if recipient verification code was not entered correctly after the 3 attempts
If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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Lock down / restrict document editing after approval
Once a document is approved, lock down ability to edit the document before sending to the client.
Approval is to confirm finalization of the terms on the contract for the client.2 votesValeryia Baranava responded
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The ability to set up a maximum limit for discounts in the pricing table.
The ability to set up a maximum limit for discounts in the pricing table.
2 votesValeryia Baranava responded
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Add custom validity to a signed document
Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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Update the existing template with the uploading doc file: Replace source file with DOCX
Update the existing template with the uploading doc file.
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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continue approving document when there are suggestions made, keep it in suggestion mode
continue approving document when there are suggestions made, keep it in suggestion mode
2 votesValeryia Baranava responded
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Add a verbiage that the second page is the continuation of the same pricing table
if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table
2 votesValeryia Baranava responded
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Formatting possible to format the footer so that it has that yellow background?
Well, there are quite a few limitations on the pricing table formatting
possible to format the footer so that it has that yellow background?2 votesValeryia Baranava responded
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Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download
Preserve the PDF layers once exported from PandaDoc
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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2 votes
Valeryia Baranava responded
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Proposals that can convert to Contracts
It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.
2 votesValeryia Baranava responded
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The ability to be connected to multiple PandaDoc workspaces in Hubspot.
Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.
2 votesValeryia Baranava responded
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Dynafile
Integration with Dynafile
2 votesValeryia Baranava responded
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