7365 results found
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When I send a contract with "Document.ExpirationDate" field to my manager for approval, this field is blank.
"Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"
1 vote -
Lock down restrict editing of the Document Title
Ability to lock down or restrict editing on Document Title
3 votes -
restrict adding/editing product catalog for some users
how can I restrict access to adding items in the product catalog without changing the account role
1 voteHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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16 votes
Hi Pandas,
I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.
We're aware of some existing limitations and are currently developing solutions to address these issues.
Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?
https://calendar.app.google/pHa6Xud82oexdoyv6
During our discussion, we can explore these proposed solutions and gather your feedback.
Looking forward to your input and working together to enhance your experience with our integration.
Thanks, Alex.
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Support for Hebrew documents via the API
PandaDoc cannot be used with documents that contain Hebrew via the API.
Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.
Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
Additionally, sometime PandaDoc adds an extra space before/after the field name.This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…
12 votes -
The ability to show the customer a payment amount that is less than 100%.
When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)
3 votes -
dynamically populate images from "collect files" field
dynamically populate images on the document level from the "collect files" field
6 votes -
Increase the number of images per catalog item
Increase the number of images per catalog item
1 vote -
restrict the quantity editing for specific recipients
restrict the quantity editing for specific recipients.
To be able to assign the roles ( specific recipients) who can edit the quantaty
https://pandadoc.zendesk.com/agent/tickets/4449541 vote -
QES providers approved in Switzerland
QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.
1 vote -
API: GET List Members for the organization
Option to retrieve the list of all members in the organization
1 vote -
1 vote
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Show Tax Exclusive Document Values on Document List
Option to show tax exclusive grand total values on the document's list
1 vote -
Auto-populate contact role
Auto-populate the template role with the contact information from monday.com upon document creation
8 votes -
Remove access to the 'renewal' functionality on a template for certain users.
Remove access to the 'renewal' functionality on a template for certain users.
Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.
1 vote -
to restrict how a field is edited –($2,000 for instance) and allow for this figure to only be increased and never discounted
to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).1 vote -
improved collaborators feature: track changes
show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits
8 votes -
highlighted table cell makes white text invisible
When you highlight or click into a table cell, it makes white text very hard to see or edit.
7 votes -
flag/alert/notification for when a discount is applied in a document
flag/alert/notification for when a discount is applied in a document
ex. salesperson is approving documents without reviewing the discounts applied.3 votes -
Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient
Option to reveal selected items on the pricing table
4 votes
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