3784 results found
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content library preview feature for ev2
content library preview feature for ev2
19 votes -
signing order in API call
Set signing order in API call (for documents created from PDFs).
12 votes -
Pull user email address from Contact object in MS Dynamics
Pull user email address from Contact object in MS Dynamics
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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34 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Stripe: Detailed Line Items from Pricing Table
With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?
7 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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[Lister] Search documents by text
The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF
16 voteswe've released ability to search within content of uploaded PDF & Word files
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Pass currency formats from Salesforce
When you pass a price, it's format should be passed too
27 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25
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Signer can re-assign some fields to other people
There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.
Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient
30 votes -
Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
2 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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11 votes
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Google Forms
Integration with Google Forms
8 votes -
25 votes
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Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
33 votes -
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
34 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Have a "send reminder" PandaDoc API call.
Option to manually send reminders via API.
20 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Tokens for products in Pipedrive
Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).
10 votes -
Link a document to Organization, People in Pipedrive
well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons
8 votes -
EV2. Ability to have stripe add payments to existing customers instead of creating new customer
EV2. Ability to have stripe add payments to existing customers instead of creating new customer
14 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
12 votes -
30 votes
