5360 results found
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3 votes
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Pull products from Salesforce quote groups
Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically
3 votes -
API - add "Required" value for fillable fields in getting template details
"Required" value for fillable fields in getting template details
4 votes -
Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)
1 vote -
Assign Approvers for different teams
Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made
2 votes -
Item fee an optional selection on pricing table
The ability to make the 'fee' an optional selection on the pricing table
3 votes -
Redact feature in editing
Option to redact part of the text in the document
5 votesLindsey Schocke responded
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Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
6 votes -
Ability to select the folder the uploaded documents are put into.
Ability to select the folder the uploaded documents are put into.
1 vote -
Salesforce: ability to pass recipient job title
Ability to pass recipient job title (add title to the recipients mapping)
2 votes -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
Adding a table via API
We'd like to make a table using API and fill it out with content
3 votes -
API: extract the signature image
Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.
1 vote -
1 vote
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Option to hide options in the ellipsis
- Option in hiding download convert template etc
1 vote -
Ability to set a required number of characters for fields.
Ability to set a required number of characters for fields
6 votes -
Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
6 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
11 votes -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
11 votes -
Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
2 votes
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