5360 results found
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Option to Set Fields as “Required by Default” in the Embedded Editor
Ability to configure whether fields added in the embedded editor are required by default (or have an option to toggle this behavior).
2 votes -
[ActiveCampaign] option to autosend documents.
Option to autosend documents from ActiveCampaign
1 vote -
[ActiveCampaign] map fields from PandaDoc
Map fields from PandaDoc to ActiveCampaign
1 vote -
Integrate PandaDoc with a Tax calculator
Integrate PandaDoc with a Tax calculator
3 votes -
To support additional language, Hebrew
Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.
3 votes -
Dynamic column show/hide in CPQ workflows
It would be nice if quote builder columns could be dynamically set to show/hide to end user utilizing the rules engine in workflows. We have multiple use cases where this is valuable: multi-year agreements with price fluctuations, multi-component dynamic true-up clauses.
1 vote -
API: leave the smart content block in place, and a user can select content from the pre-selected items after the document is generated, befo
You cannot currently create a document via the API and leave the smart content block in a “pending selection” mode (i.e., so the user can later choose from the pre-selected content in the UI) in the exact same way as you can in the Editor. When using the API, you must specify which content library item(s) to insert into each smart content block at the time of document creation, or make the block optional (which means it can be empty in the generated document). The API does not support leaving the smart content block in the same “interactive, user-selectable” state…
2 votes -
I need to simply send an email with a customers plans attached after they complete a binder agreement
I need a way to have panda doc email a clients plans after they have completed the initial agreement and made a payment. The document would be unique for each customer, so we would have to setup the document that should be sent at the same time we are setting up the binder agreement. I feel like this is something I should already be able to do but cannot for the life of me see a way to do it.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
Sending another document when PandaDoc document status changes
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disable email notifcation for in person signing
Is there a setting on a template so that when a user signs in person, they receive no email about the document at all?
1 vote -
Sort documents by RECIPIENT in Documents View
It is not possible to sort documents sent by RECIPIENT in the Documents View page - it is sorting by document name and all of my engagement letters have the same name so this is not helpful at all.
I need to log in our task management system the letters that are sent and it would be SO much easier if the letters were sorted alphabetically by last name of recipient. The ability to search through filters does not help with what I need. The ability to sort by recipient last name would save an immense amount of time when…
1 vote -
column-wide text formatting in pricing tables
Currently if you export a pricing table to the content library and then reimport it into another template all of the formatting is messed with (it changed all text to a large incorrect font, made it bold and aligned it to the right!) either fix this or allow column-wide text formating for non-numerical cells in a pricing table so we can at least fix it quickly.
1 vote -
Manage Approval Groups Centrally
Please make it possible to manage approval groups from a central location.
We have 50 templates that have the same approval group. If an approver needs to be added or removed, you need to enter each template, and amend individually the approver groups.
It would be ideal to be able to simply apply an approver group per template or folder of templates.
3 votes -
Export all of Smart Form submission as PDFs in one click.
Export all of Smart Form submission as PDFs in one click.
1 vote -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 votes -
Add a content library item as section to the pricing table.
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.
2 votes -
Smart Forms: Change name of person sending document
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
1 vote -
TOC: Keep headings auto-numbering
Client: we want to have TOC to have numbers in front to be reused based on their numbering as paragraph, not pages on the right. We can’t use Auto numbering, because then we can’t have continuation with inner paragraphs like 2.1 2.2 2.3 etc.
2 votes -
Option to apply surcharge to Stripe
When collecting a payment, to have the option to set up surcharges through Stripe
3 votes -
Pass Discount in % from MS Dynamics
At this point, we can pass discount/tax in flat value only from MS Dynamics. Would be great to have an option to pass it in % (if template is set to %).
2 votes -
Catalog: Automatically update Catalog based on information in Monday.com
Have the ability to pass Monday.com products to the PandaDoc catalog automatically.
2 votes
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