7120 results found
-
[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
4 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
4 votes
-
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
4 votes -
Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
4 votes -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Pricing table: disable the option for the recipient to select products if the field is assigned to them
Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.
4 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
4 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.
4 votes -
4 votes
-
Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
4 votes -
4 votes
-
4 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
4 votes -
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
This is confusing to some customer.
4 votes -
Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
4 votes -
Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
4 votes -
Email verification through passcode
The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.
4 votes
- Don't see your idea?