6099 results found
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2 votes
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Custom roles: restrick view of validation fields
In custom role settings add setting to disable the view of validation (masked) fields for the user.
2 votes -
2 votes
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Track Proposal Price without requiring that price be in a price block.
Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.
2 votes -
Theralytics and Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
2 votes -
2 votes
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Export the list of templates per workspace
export template title list per workspace
2 votes -
2 votes
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Option to rearrange / reorder the documents in the documents list
option to move the documents in the list
2 votes -
2 votes
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2 votes
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Include custom fields when adding a new item
When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.
2 votes -
Customer and Product Driven Discount Tables
Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.
i.e. Custom Field for catalog item "Product Code" = "Accessory"
In the pricing table pull in product code and extend discounted net based on customer.
Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.2 votes -
Send pdf download option in e-mail
Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed
2 votes -
Approvers names appear as the names not as icons only
able to see approvers names when checking documents from the Documents list (dashboard)
currently you can see only icons and the names when you click on the icon2 votes -
LACRM
Integration with LACRM
2 votes -
disable data merge by default in pricing table when salesforce is enabled
disable data merge option by default in pricing table when salesforce is enabled
2 votes -
2 votes
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Sign to accept privacy of proposal and then see full details
I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.
2 votes -
reply email comment
I would like the email notifications to be able to accept replies and post the comments back into the document
2 votes
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