2993 results found
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Create integration to Rillet ERP
Enable us to push completed orders from PandaDoc directly to Rillet for invoicing.
1 vote -
API: Sender parameter take precedent over owner parameter
If the email specified in the sender parameter does not match an existing workspace user, PandaDoc may automatically assign the document to the default workspace sender. In PandaDoc, the document owner always takes precedence over the sender parameter if the sender does not match the document owner or meet workspace requirements. Even if your API call sets a different sender, the document will still be sent from the document owner.
Would like this to not occur, and allow for the sender perimeter to set the sender email
2 votes -
Document/PDF pagination
The ability to modify the scaling on a document. i.e when using a scanner, having the ability to modify dimensions from the document level vs from the scanner itself i.e Xerox.
1 vote -
Change Deal Stage in Pipedrive once document is sent/viewed
Change Deal Stage in Pipedrive once document is sent/viewed
1 vote -
Remove permission to Member role to Invite new users
Remove permission to Member role to Invite new users
2 votes -
Smart Form editor: place fields side by side instead of a list format
Currently, when creating a smart form, the fields appear in a list. We would like them to be able to be placed side-by-side.
2 votes -
Rearrange Fields in Contact Preset when using Smart Forms
rearrange fields in the contact preset when using Smart Forms. Example: force “State” to be above “Postal code” and “Country”
2 votes -
Bulk Refresh/Update of Salesforce Fields Across All Workspace Templates
Currently, when changes are made to Salesforce object schemas (such as field renames, new custom fields, or mapping updates), or when fields simply need to be resynced, administrators must manually open every single template in a workspace to refresh or update the Salesforce tokens/fields. For workspaces with dozens or hundreds of templates, this manual process is incredibly tedious, prone to human error, and a major operational bottleneck.
Proposed Solution
We need a way to trigger a bulk refresh of Salesforce field mappings for all templates within a specific workspace simultaneously. This could be achieved via two proposed methods:Option A…
1 vote -
Display which Approver the document is waiting on in the "Waiting Approval" stage - Home/Document summary screen
On the Home screen or Document summary screen, it displays "Waiting Approval" - I want to see which approver it is waiting on.
We have 3-4 approvers to ensure quotes are going out correctly, and for auditing purposes. Seeing this would be especially helpful for the approvers to quickly scan which documents need THEIR approval. It's also helpful for our sales reps to see who is holding up the process for an internal nudge, and admin if one of the approvers is OOO.
Possible Solution: Add a column to the either (or both) screens: "waiting on" with approver's name.
1 vote -
Custom Product Image through API
We have a Shopify website that allows customers to upload a reference image showing how they would like their product to be customized.
As the contract is generated automatically through the API without any manual intervention, we would like this uploaded reference image to be displayed in the pricing table. Including the image would provide clear visual context for the customized product and help avoid any ambiguity.
In scenarios where a customer uploads a reference image, our system creates a custom product via the API. However, we are currently facing a limitation in assigning the uploaded image to the custom…
1 vote -
Rooms: Hubspot variables support
I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
Do Hubspot fields not pull into Rooms?5 votesHi. 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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Multiple Form Owners in One Form
Allow the possibility for one form to have multiple owners
2 votes -
Automation to upload document to an MS Teams channel when status changed.
Once a document is executed/completed, have it uploaded to a Teams channel that can be defined within a template or at the time of creation.
2 votes -
Team dashboard navigation improvements
The new UI/UX experience is awful. I have to click so many times just to get to drafts for review. I recorded a Loom of my experience. Please make this better! This is NOT an improvement.
1 vote -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
2 votes -
Move the "Ask AI" button from the bottom right corner to another location on the screen.
The current location of the new "Ask AI" button is currently locked to the bottom right corner of the screen. It covers the down arrow on lists and makes it difficult for me to scroll down a list slowly. While I do like the new "Ask AI" feature, it would be better in a different location on the screen, perhaps on the bottom left instead.
1 vote -
Flatten the Certificate Signature
Flatten the certificate signature so there is no option to copy the signature from the certificate
2 votes -
Bypass Inline Field function
Currently, holding the Shift key is the necessary method for placing a field in a specific location without disturbing the surrounding text.
Having a dedicated toggle to switch between inline fields and manual drag-and-drop would be a valuable addition to the editor.
2 votes -
bedragen gescheiden
Ik maak vaak offertes met bedragen die eenmalig zijn en die maandelijks zijn. In mijn overzichten (homepage documenten & rapportages), worden deze bedragen zo bij elkaar opgeteld, maar ik zou liever zien dat dat gescheiden is, dus bijvoorbeeld €1000,- eenmalig en €150,- maandelijks.
Op die manier kan ik beter mijn rapportages inzien en daar ook acties aan hangen.1 vote -
Map Microsoft Dynamics Discount Total
Have a function to map Microsoft Dynamics Discount Total to the Pricing Table in PandaDoc.
2 votes
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