7634 results found
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Salesforce Child Object Repeater Fields (Non-Product)
I have the need to use tabular data that is non-product related into my Pandadoc templates.
What I mean by this is for a quote / proposal or other primary object, I have custom lookup objects in Salesforce that needs to be mapped in a repeatable way into a standard table in Pandadoc.
I don't want to use a pricing table or quote builder table, just a standard table with rows that repeat for each related lookup object associated with my primary object, say a quote or an opportunity in Salesforce.
Even better would be an upsert functionality with form…
1 vote -
Flexible Formatting in Quote Builder and UI Notifications When a Formatting Issue and Breaks CRM Sync
We use PandaDoc with HubSpot. Current formatting requirements are very rigid. Would be very helpful and improve readability for our customers if quotes could have simple flexibility such as US date formatting option, forward slash or period for dates instead of strictly hyphens, and commas allowed for numbers.
It would also be very helpful if a simple notification appeared in the UI when there is a sync error. We have had ongoing mysteries with our team that can take 30-45 minutes to track down sometimes because a simple value mismatch has occurred (e.g. a comma used in a number, date…
1 vote -
Ability to Switch from Mobile Browser Version to Desktop Browser Version on Mobile Phone
Currently when you open PandaDoc.com on a mobile browser, the mobile version of the site displays, but there's no way to opt out of that version & continue displaying/using the full desktop version.
As someone who prefers to use a mobile browser over an app, it would be nice to at least have the option to display the full site on my mobile browser.
The mobile version still has very limited functionality, and as an admin I'm often asked to do simple tasks like check out settings/integrations/etc. As it stands now, I have to pull out my laptop to do…
1 vote -
Payment Integration: Bunq as a payment gateway.
Requesting an integration with Bunq as a payment gateway.
1 vote -
Payment Gateway: Integrate with Bilky as payment solution
Requesting an integration with Bilky as a payment gateway.
1 vote -
Credit & Rebate Products
For our use case, we have a package of products if you commit to the 2 products, we give them a credit or rebate. While in the product catalog we are able to add a negative or set up a discount in table, but we like to use it as a product to explain the discount better than just a flat % or Dollar Value.
It would be nice if we could have the rebate products in the product catalog that are negative dollar values do our sales team has these fixed credits available when they pick from the product…
1 vote -
Rooms: default "all member access"
default access for all documents and files added to a room are "All members."
1 vote -
Conditional Template Page
Allow document pages to be conditionally rendered. Similar logic to the conditional rendering of smart content placeholders.
1 vote -
reference variables linked to heading numbering
It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.
For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.
1 vote -
Ability to select the type of documents displayed in the actions required section.
Ability to select the type of documents displayed in the actions required section.
1 vote -
Select Tool
As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.
Summary:
- Drag and select tool (encircle form fields for quick actions like copy + paste)
- Assign multiple form…
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Provide help text that specifies exact time/date of expiration
Create some help text on documents that states when exactly (i.e. time & date) the document will expire. My team frequently forgets whether setting, for example, a 6/30 expiration date will make the document expire at 12am on 6/30, or at 11:59pm on 6/30.
1 vote -
Secondary Email for Login Password Resets
When my email domain stopped working, I could not change the email address myself but had to reach out to support. It would be helpful to have a secondary email address for login issues so that I could receive the email change confirmation when my primary one wasn't reachable.
1 vote -
Add customizable pop-up window (i.e. disclaimer) when someone clicks to sign a document
We'd like the ability to add a customized disclaimer to proposals we send to our clients. For example, when they click the link to sign, they receive a pop-up on their screen with our disclaimer language, which requires them to "agree" to our terms before continuing with the document.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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a setup where both you and the person you’re sending on behalf of can receive email replies
Possibility where both the sender and the person they're sending on behalf of can receive email replies.
1 vote -
Customizable payment portal
i would like to see a customizable payment portal, similiar with Stripe. Various shaped pay buttons, ability to change background color,font
1 vote -
Freely define the spacing between elements
Freely define the spacing between elements, instead of having to adjust spacing in a cumbersome way.
1 vote -
Pass Total Tax from Zoho
Pass Total Tax from Zoho
1 vote -
Enable internal links – so that I can place a button which links to another page within the document.
Enable internal links – so that I can place a button which links to another page within the document.
1 vote -
Filter documents by attachments.
Filter documents by attachments.
1 vote
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