7436 results found
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Pull fields on a template dynamically via API
So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?1 vote -
Automatically fill in blank field
If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")
1 vote -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
5 votes -
Ability to input variables on uploaded PDF
Ability to input variables whenever an uploaded PDF file in template/document creation.
4 votes -
Option for a Custom Role with no document editing feature to have option to add a Collaborator
Option for a Custom Role with no document editting feature have option to add a Collaborator
3 votes -
2 votes
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Smart Suite
I realize the big money seems to be in integrations with the larger CRM's. I would encourage you to look at Smart Suite which is a no code low code and I think will become gigantic in the near future. There are alot of companies (especially start ups that watch pennies closely) and would not pay for platforms like the Hubspots of the world out of the gate (when Smart Suite will automate to the same scale and degree for almost nothing in comparison). all of these companies will pay the money (or accounting and legal will force them too…
1 vote -
1 vote
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1 vote
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Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)
Let's say there's an SFDC Opportunity with the "Decision Maker" Opportunity Contact Role. In order to pull the data of this contact role when you create a document from an opportunity, you need to have the same "Decision Maker" role in PandaDoc template and use the corresponding variables "[Decision Maker.FirtName]" , etc. The problem is that you can use those variable only in PandaDoc blocks. The feature request is to be able to use same role variables (without square brackets) in fields ("merge field" field setting).
The feature request can also be useful for other integrations and for non-integration cases…
1 vote -
Set minimum billing amount
We have a minimum billing policy in our company. We need the document to default to the set minimum billing amount if the document total based on pricing tables falls below the minimum.
1 vote -
Individual documents in Bundle Automatically pushed into proper PDoc Folders
Customer needs a way to take a completed bundle and set up an automation to be able to break the bundle back into individual documents that could then be pushed into separate PDoc folders. The action would allow user to designate where each individual doc needs to go (specific PDoc folder)
1 vote -
Favicon in PandaDoc
Ability to setup Favicon
1 vote -
2-way sync with SFDC - Approved in SFDC automatically approves document
Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.
1 vote -
Ability to set up several rules for conditional fields
Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box
1 vote -
Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
3 votes -
Server in Saudi Arabia
Server in Saudi Arabia
3 votes -
3 votes
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Use a different email per workspace
The ability to use a different email per workspace within an account.
8 votes -
Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
30 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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