7425 results found
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Ability to add all catalog products into the pricing table.
Ability to add all catalog products into the pricing table.
1 vote -
Pricing table: apply discount to the line item tax total
Option to apply discount to the line item tax total
1 vote -
BambooHR integration: List active and not active employees
BambooHR integration: List active and not active employees.
1 vote -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote -
Reporting feature option will only export the email of the recipients
- Will allow the user to export the email of the recipients using the Reporting feature
1 vote -
Option to set logic for how the fields are copied
When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.
1 vote -
Mailing/burofax/certified letter service
Mailing/burofax/certified letter service
1 vote -
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
1 vote -
1 vote
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Document creation only in Salesforce
Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce
1 vote -
1 vote
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Zoho: keep document when the Lead is converted to Contact
When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.
1 vote -
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.
1 vote -
Reporting on only deleted documents
Customer would like to generate a report for deleted documents alone
1 vote -
Make the Pandadoc contract ID search available
Search for a contract using Pandadoc contract ID data
1 vote -
Federated setup
Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.
1 vote -
Xero Practice Manager integration
Native integration with Xero Practice Manager
1 vote -
Set date field manually then make uneditable
Have an option to manually set the date field and make it uneditable.
1 vote -
Detailed information on delete function
Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.
1 vote -
Set a specified text block size
Ability to set a specified text block size for documents/templates as duplicating one text block does not always work for every client's use case
1 vote
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