7351 results found
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show the part of the page when the conditional rule is applied
show the part of the page when the conditional rule is applied
1 vote -
PandaDoc system document notification
Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document
2 votes -
Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
1 vote
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2 votes
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restrict the user to view the second document if they haven't completed the fields on the 1st document
restrict the user to view the second document if they haven't completed the fields on the 1st document
2 votes -
Expand the interoperability of suggested edits ( comments ) and API
- Add a unique identity to every comment (GUID)
- Add all Comments to the "Get Document Details" API Payload
- Add all Comments to the Webhook Payload
- Add new Webhook events for when comments are added, updated, or deleted
- Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
- Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
- Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
5 votes - Add a unique identity to every comment (GUID)
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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.
1 vote -
Ability to hide specific products within the bundle in the quote builder.
Ability to hide specific products within the bundle in the quote builder.
1 vote -
Have synced text fields across templates so if the user changes the text in one template it would change in the other too
have synced text fields across templates so if the user changes the text in one template it would change in the other too
https://pandadoc.zendesk.com/agent/tickets/5680471 vote -
Salesforce: not to pull discount
In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.
1 vote -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
Support Wordpress video embed in documents
support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.
2 votes -
Add existing document as content block
User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.
3 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
4 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
pricing table recurring
Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.
7 votes -
variable with equation
Customer would like a variable that is capable of mathematical equation like the pricing table,
1 vote -
PaySimple
Ability to integrate with PaySimple as payment gateway
2 votes -
Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template
3 votes
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