7291 results found
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When using the in person sign feature, automatically open the document in a browser instead of the PandaDoc app
Instead of the recipients signing the document inside of the PandaDoc app, this would open the document inside of a browser automatically when attempting to use the in-person sign feature
2 votes -
Option to have 2 discount columns: percentage and amount
Option to have 2 columns that reflect discount: percentage and amount (with negative sign)
2 votes -
Configure the expiration period of user's sessions
Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.
3 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
5 votes -
Improve Customer Matching to Prevent Duplications in Stripe
Currently, when a document containing the card details field is created in PandaDoc, and the customer already exists in Stripe, the system does not properly match the records. As a result, a duplicate customer entry is created in Stripe. As a solution, it would be great to implement an enhanced customer matching mechanism that can verify if a customer already exists in Stripe before creating a new entry.
2 votes -
[Quote Builder]: Support Quotes on DocX Download
Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.
34 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. Stay tuned!
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PandaDoc API: Ability to create catalog categories from api
Ability to create catalog categories from api.
Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
Would love to do this via api :)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, please check the link below:
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Updating member role via API call
Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.
1 vote -
Update Signing order via API
We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.
1 vote -
Allow Admin to login as other users to verify account settings and/or troubleshoot
As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.
1 vote -
Totals from PricingTable1 can automatically become selections (products) for PricingTable2
PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2
3 votes -
HubSpot CPQ workflow branching logic
HubSpot CPQ workflow branching logic
cases where want to have two different workflows that are basically the same except one is more restrictive than the other depending on maybe what one of the choices is....if this choice use this workflow or like use this branch. If another choice used this branch, there seems to a like a kind of a node set up in terms of how you connect these things in sequence."3 votes -
HubSpot CPQ edit workflow (version / versioning)
Allow for Versioning to edit HubSpot CPQ workflow
Currently has to copy, rename, update, and republish as the same name as the previous titled workflow for HubSpot to recognize3 votes -
Option to bulk download documents directly
Option to bulk download documents directly instead of receiving a link to an email
2 votes -
Restrict send documents on someone's behalf
restrict send documents on someone's behalf
2 votes -
Ability to copy and paste table to a different document
Ability to copy and paste table to a different document
2 votes -
Use Greenhouse template to create a document
Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc
2 votes -
Contract Repository: Mandatory Data Fields for Contract Repository
Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.
2 votes -
Data from a single PandaDoc field to be distributed across multiple HubSpot properties
A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.
2 votes -
Role Permission pop up notification
Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.
User 1 Admin Role
User 2 Limited Member Role
User 3 Member RoleAdmin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.
The Aks: It would be best that when a Role with limitations makes a change on a document if…
2 votes
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