6104 results found
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Monthly Recurring Flexibility with One-Time or Non-Recurring Pricing Tables and Payment Integration
Ability to easily show MRC vs NRC products/services and then bill accordinly, i.e., 1st month payment maybe be MRC + NRC and then recurring payments monthly for 12/24/36 month contract.
1 vote -
Use pricing table merge rules with public API
I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks
1 vote -
1 vote
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Additional Customizable Settings for Recipients
A way to turn off the ability for recipients who have PandaDoc accounts to receive a document prior to sending a generated link
1 vote -
1 vote
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Documents page - Open
Reverse the change necessitating clicking Open on All Documents page. The user is already looking at the name - having to move over to Open is an extra step.
1 vote -
transfer product catalog from one account to another
transfer product catalog from one account to another
1 vote -
for the creator license to not be able to to edit the signing order in the document
for the creator license to not be able to to edit the signing order in the document
1 vote -
populate two salesforce opportunities in one pricing table
populate two salesforce opportunities in one pricing table
For example, Product and coupon opportunities in populated within one pricing table.
1 vote -
Resize the table in the Reporting section
Resize the table in the Reporting section
1 vote -
Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote -
Add DATE to content
when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.
1 vote -
Catalog List-View
It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(
1 vote -
Ability to adjust filter window size in the Reporting feature
I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once
1 vote -
Upload a whole folder of documents from DropBox to PandaDoc with the same integration
In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.
1 vote -
Ability to set roles later on when setting recipients.
Ability to set roles later on when setting reciepients..
1 vote -
Ability to use "this month" filter for the reporting.
Ability to use "this month" filter for the reporting.
1 vote -
Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.
Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.
1 vote -
Pandadoc document value in Pipedrive panel
Show Pandadoc document value in Pipedrive panel
1 voteHey Panda,
Good news — we did it! 🎯
We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️
👉 Watch the quick demo:
https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68
If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.
I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.
You can also grab a slot on my calendar here:
https://calendar.app.google/pHa6Xud82oexdoyv6
But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.
⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.
Thanks for being awesome,
Alex from PandaDoc 🐼
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Do you interface with BotDoc.io?
Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.
1 vote
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