6974 results found
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2 votes
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Single Webhook for when document is created
It feels like I have process countless more webhooks just to listen for the creation of a document. This is expensive. I wish there was a way to only receive webhooks on the CREATION of documents so I don't have to process all the webhooks. It saves money.
1 vote -
Quote builder totals variable
When you create a quote in Quote builder - you have sections you can create.
Imagine where you have
Section A - with a total of $100
Section B - with a total of $200
Section C - with a total of $300once you build your quote and then go into the doc
it would be great to access those values via variables
for example
[Section A.Total]Right now I can only get
[Quote 1.Total]This would help build out pricing tables and summaries in the document that reference the quote.
1 vote -
signer ip address in webhooks
ability to retrieve signers IP address from a webhook
1 vote -
Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.
I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)
3 votesHi,
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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Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
4 votes -
Disable Document Sequence for Duplicated Documents
Option to prevent the document numbering sequence from running when a previously executed document is duplicated.
2 votes -
Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
2 votes
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Automatically delete assigned fields when deleting recipients
A way to automatically delete fields from an assignee when removing such assignee/role from the document.
2 votes -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
2 votes -
Download option in the home dashboard
Make the download option available on the Home dashboard.
3 votes -
Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
3 votes -
Add category column to the pricing table
Add a category column to the pricing table
2 votes -
Edit shared templates
Option to edit shared temlate
2 votes -
Room: bundle templates
Option to bundle several templates from the Template tab under Rooms
2 votes -
Email verification through passcode
The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.
4 votes -
4 votes
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Rooms for Salesforce
Ability to Integrate Rooms with Salesforce
7 votes -
Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
3 votes
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