7168 results found
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5 votes
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5 votes
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Sync Pandadoc CPQ with Salesforce Pricebooks
We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.
5 votes -
5 votes
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Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
5 votes
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ability to remove the privacy disclaimer when signer is signing the document
ability to remove the privacy disclaimer when signer is signing the document
5 votes -
Set Placeholder Defualts
Have the ability to customize the default placeholder value for fields.
5 votes -
Pricing Table: Duplicate sections, Save sections, Merge Tables.
It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!
5 votes -
5 votes
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Ability to customize or add columns that show under the documents list
Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)
5 votes -
check word count feature
check word count feature
5 votes -
resize multiple images in a template
Ability to select two or more images and set them to an equal size ratio
5 votes -
Sage 200
Integration with accounting software like Sage 200
5 votes -
Vertical placement of fields
some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal
5 votes -
5 votes
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Expand Folder View on the left hand side panel
Have the option to keep folder section in side panel expanded
5 votes -
Webhook event for doc completed by all recipients
Webhook notification: document completed by all the recipients
5 votes -
The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
Decline part of the document
Decline part of the document
5 votes
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