Settings and activity
142 results found
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7 votes
AdminAnonymous (Admin, PandaDoc) shared this idea ·
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5 votes
An error occurred while saving the comment Allow Radio buttons with empty/null labels so they could be overlayed on top of an imported PDF Form (without the labels interfering with the form labels)
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5 votes
An error occurred while saving the comment In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are *not* shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.
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3 votes
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4 votes
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9 votes
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44 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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8 votes
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10 votes
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87 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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16 votes
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7 votes
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10 votes
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5 votes
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3 votes
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6 votes
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6 votes
An error occurred while saving the comment Client would like to display a pricing schedule based on the total value of our advanced quote table (or our legacy pricing table), to show a dynamics set of milestones and associated payment-due amount for each milestone. Payment-due could be either a fixed amount, or a percentage of the linked table total
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2 votes
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28 votes
An error occurred while saving the comment Also, need advanced quote data in other iPaaS tools (Workato, Make, etc...) and for PandaDoc webhook payloads and for GetDocumentDetails API endpoints, and for PandaDoc Automations (to write back line-items into CRM)
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13 votes
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations