7251 results found
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Review Widget (G2, PeerInsights, Yelp)
Have a content block that allows customers to connect to reviews websites (G2, Gartner PeerInsights, Google, etc), filter by their business and have content dynamically appear in documents according to certain rules (eg. no bad reviews). Something like what this vendor is offering: https://elfsight.com/widgets/
1 vote -
API: generate session ID for Waiting for approval document
Option generate session ID for document in Waiting for approval status
1 vote -
Transfer documents between CRMs - Pipedrive and Hubspot
The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.
1 vote -
4 votes
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Conditional placeholder value based on CRM value
Conditional placeholder value based on CRM value
- customize placeholder value based on a condition value from CRM3 votes -
Embed signature image in the document
Embed signature image in the document and allow it to be valid on the Signature Certificate.
3 votes -
PandaDoc integration with Copper Mobile App
PandaDoc integration with Copper Mobile App
1 vote -
Edge Browser Signature Verification for Pandadoc PDFs
This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.
Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.
Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.
1 vote -
Maldivian Rufiyaa (MVR) as available currency
The option to choose the Maldivian Rufiyaa (MVR) currency in the PandaDoc pricing table.
1 vote -
Add optional item in pricing table with Zapier
Add optional item in pricing table with Zapier
1 vote -
Allow issuing Forms from API
Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.
This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.
5 votes -
Default drop down lists
Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.
5 votes -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
11 votes -
Change reminders via API
One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…
39 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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2 votes
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1 vote
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Ability to convert signed contract into QuickBooks using HubSpot
Ability to convert signed contract into QuickBooks using HubSpot
2 votes -
Smart content: display product based on variable value (conditional)
Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)
2 votes -
Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
7 votes -
Inbox, filter by status for documents
Filter documents in Inbox by status
15 votes
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