5360 results found
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Automations for Xero
Automations for Xero
4 votes -
Move all Variables in the same formatting/placement from one document to another.
Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.
6 votesLindsey Schocke responded
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Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
9 votes -
Automatically remove an empty row from the table
Customer would like to automatically remove any empty row in the table when he export data from an excel.
1 vote -
Pull SFDC products upon bundling
Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.
The idea is to trigger products fetching event after the bundling event.
2 votes -
2 votes
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See the recipient's details in the 'document.viewed' webhook.
To have the option for Webhook to expose an IP or recipient details of who viewed the document.
4 votes -
Give Choice of Radio Button Format
Radio buttons are very useful, it would be even better if we could choose their format.
Specifically I would like to be able to select if Radio Buttons are:
- Circles
- Squares
- Xs
- Checks
One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.
4 votes -
Separate files when downloading through automation
Customer would like to download the document via automation in separate PDF files when the document is in bundled.
1 vote -
Create a link via Smart Content
will alloe the user to add link in a paragraph let’s say “Click here” after a sequence of text and on click of it we can have them navigated to a different page.
1 vote -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
2 votes -
Export variables value
Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?
5 votes -
Paste content directly to the document from external source
Customer would like to have the ability to paste a content like image or screenshot directly to the document without using image block
1 vote -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
Conditional logic for Signer
- Once the 1st signer signed the 2nd signer will be required to sign.
1 vote -
Hibob HR Software
Hibob HR Software integration
6 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
5 votes -
Google Calendar
Ability to integrate with Google Calendar to use automation like sending documents.
5 votes -
Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
6 votes -
LeadConnector
LeadConnector native integration.
3 votes
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