7679 results found
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Dynamic fields when pulled from Salesforce
Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.
7 votes -
The ability to pay the document right after you sign it
When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.
7 votes -
Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
7 votes -
Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes -
[Bulk send] email design
Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).
7 votes -
7 votes
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Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes -
Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
7 votes -
More text font size options (right now, only even numbers allowed)
Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number
7 votes -
Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
6 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
6 votes -
CPQ Workflows report for tracking usage
We would like to track CPQ workflows usage to see how our users are adopting the new process.
6 votes -
Allow Admin to login as other users to verify account settings and/or troubleshoot
As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.
6 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
6 votes -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 votes -
[Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.
After a Word document is imported, line spacing is not kept.
6 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
6 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
6 votes -
Rooms: Customize Room Link (URL)
Option to customize / white-label Room URLs.
6 votes -
Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
6 votes
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