7425 results found
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Legal Clause Deviation Notification / Reporting
Customer is interested in having a notification/reporting for "legal clause deviations"
example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)
6 votes -
Multiply cost of product by additional multiplier column
The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
EXAMPLE:
This customer is buying licenses that are £5…6 votes -
Ability to autopopulate variables with the info from the specified document
Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.
6 votes -
Split the document value
The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.
6 votes -
6 votes
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Content in reporting
Include document content in reporting (products, tokens, etc).
6 votes -
Headings auto-numbering for cover page
Headings auto-numbering doesn't work on cover page
6 votes -
6 votes
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"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
6 votes -
Default custom theme for Ev2
Default theme for Ev2 in Settings.
6 votes -
Pass line item description formatting from SFDC
Pass the complex line item description formatting from Salesforce to PandaDoc
6 votes -
Audio Clip Upload
Ability to upload audio files like mp4 to PandaDoc documents
6 votes -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
6 votes -
Internal timeline and reminders for teams collaborating on a document
Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.
6 votes -
6 votes
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6 votes
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Delayed charge for an invoice
Collect a payment and have it charged like a week later?
6 votes -
6 votes
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[Bulk action] Add tags to many templates in one click
Add tags to many templates in one click
6 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes
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