6837 results found
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Recipient group in bulk send
Option to use recipient groups when sending documents via bulk send
1 vote -
Catalogue vs Price books in SFDC
In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.
How would we go about doing something similar in PandaDoc?
1 vote -
1 vote
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Catalog Changes Audit Trail
I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.
1 vote -
Automatically change names of a selection of documents.
Automatically change names of a selection of documents.
1 vote -
An error message that shows if two correlating fields don't match
not to be abled to fill the field if the data does not match with other field
1 vote -
1 vote
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Disable Home
Disable Home and keep only Team dashboard
1 vote -
Conceal cents on document value variable
Customer would like to have the choice to conceal the cents in the document value variable.
1 vote -
Ability to send Salesforce related files as PandaDoc documents.
Ability to send Salesforce related files as PandaDoc documents.
1 vote -
Enable the ability to dictate which folder a document created from a template is added to
Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.
1 vote -
Use a variable instead of the recipient email to match the client in Quickbooks
Ability to use a variable instead of the recipient email to match the client in Quickbooks
1 vote -
The ability to pay a custom amount or full amount
Allow the recipient to pay either a custom amount or the full amount when making a payment on a document
1 vote -
Podia
Option to have integration with Podia so the recipient gain automatic access to our courses upon payment
1 vote -
Skool
Option to have integration with Skool so the recipient gain automatic access to our courses upon payment
1 vote -
Optional sections in the pricing table
Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)
1 vote -
Add a content feature for button / Call of action with hyperlink to other pages
The ability to create button with a background color, form (rounded or square), and also hyperlinked/ anchored linked to another page. Some
1 vote -
HubSpot automations: update recurring billing date for line item
Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations
1 vote -
1 vote
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1 vote
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