7278 results found
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Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.
2 votes -
Confirmation before sending to added recipient
At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.
2 votes -
Ability to remove custom formatting of the text so that theme settings are applied EV2
Currently custom formatting is overriding the theme settings and there is no way to remove it
2 votes -
2 votes
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2 votes
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Add tag colors for further organization
The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.
2 votes -
2 votes
Hi there,
Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.
Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.
That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.
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2 votes
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2 votes
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2 votes
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Report for documents with reminders
is it possible to have a report which documents have an reminder option on please?
2 votes -
Auto Response with template
A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc
2 votes -
Customized option to show
To show only the information related to the section the recipient chooses.
2 votes -
2 votes
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2 votes
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"Get Started" button in the bottom right corner
How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.
2 votes -
MS Dynamics: Stakeholder recipient support
Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.
2 votes -
map pricing table footer items to CRM fields
Make pricing table footer fields available for custom mapping
2 votes -
Antivirus should not trigger document status's to move to viewed.
Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.
2 votes
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