6143 results found
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export the sales part of the documents in the CSV file
export the sales part of the documents in the CSV file
E.g. Pricing tables items
1 vote -
1 vote
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1 vote
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payment option using Authorize.net to delay based on a value in Salesforce
payment option using Authorize.net to delay based on a value in Salesforce
1 vote -
ability to sign for a user and break in when a document/ signature is forwarded
ability to sign for a user and break in when a document/ signature is forwarded to another recipient
1 vote -
Fix content library text field alignments when used in documents.
The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.
1 vote -
Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 vote -
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
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