7424 results found
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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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1 vote
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SalesForce on iPad template/document view
Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad
1 vote -
Product bundle: SKU
Option to see the SKU of the bundle products in the bundle itself
1 voteHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote -
Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
1 vote
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Global search
Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC
1 vote -
Ability to remove the green arrow sign for the volume-based pricing products.
Ability to remove the green arrow sign for the volume-based pricing products.
1 vote -
Web Forms Populating to PandaDoc
On our website, we have a form for prospective employees to fill out. This form includes their name and email address as well as whether or not a second signature would be needed (for minors). Once they fill it out, the form gets emailed to HR and they then use the information provided on the form and send our application in PandaDoc. Having the ability to automatically send the application would improve our on-boarding experience and free up time for HR to work on other projects.
1 vote
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