7445 results found
-
Several API keys for a single workspace
The ability to generate a few or more API keys for a single workspace.
1 vote -
pass line items formatting from hubspot
pass line items formatting from hubspot
24 votes -
link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
add a document value custom amount to the template on PandaDoc mobile app
add a document value custom amount to the template on PandaDoc mobile app
When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app
1 vote -
3 votes
-
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
13 votes -
1 vote
-
Google Sheets: follow custom page breaks
In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.
1 vote -
Form link: check how many views
Option to check how many views the Form link has (without reponses).
1 vote -
Set signing order within pre-selected content: conditional content based on specific roles / recipients
Currently, the signing order can only be set within the template, but we want to use different pre-selected content blocks for different numbers of signatories. Can the order option be added to pre-selected content? Currently, the only option is to add roles, which all receive the doc at the same time.
1 vote -
5 votes
-
Replace unfilled variables with blanks when creating docs via Zapier
If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces
25 votes -
a separate Send action in Zapier
a separate Send action in Zapier
2 votes -
Option to hide token/items from the template/document from specific recipients
Option to hide token/items from the template/document from specific recipients
- will allow the user to hide tokens
6 votes -
Oracle CPQ
Native integration with Oracle CPQ
1 vote -
Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,
Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,
4 votes -
Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
9 votes -
Create Logic in Variable choices in a document based on products
I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…
4 votes -
Smart content and custom fields and conditions
Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.
1 vote -
Automatically link Salesforce Opportunity ID back to the PandaDoc
We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
5 votes
- Don't see your idea?