7484 results found
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Add hyperlinks to to the Catalog by importing CSV
When products are imported to the Catalog via CSV and the description contains hyperlinks, they are not hyperlinks after the upload. After adding the product to the pricing table, the hyperlinks are not saved.
2 votes -
Ability to keep the expired status of the imported documents
When importing an expired document it should keep the expired status
2 votes -
Ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces
The ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces. Currently, if you disconnect it from one workspace, it is disconnected from all workspaces
2 votes -
Payment Integration: Bunq as a payment gateway.
Requesting an integration with Bunq as a payment gateway.
1 vote -
Payment Gateway: Integrate with Bilky as payment solution
Requesting an integration with Bilky as a payment gateway.
1 vote -
[Verification] AI-Enabled ID Verification with Biometric Checks & Share Code Integration
Additional ID verification with Biometric Checks and Share Code integration aside from the existing Qualified e-Signature that we have here in PandaDoc.
1 vote -
Pricing Table: Add an additional product when the recipient select a product from the options
Have the ability to show an additional product (like a mandatory license or fee) when the recipient chooses a certain product from the options.
2 votes -
Support SCIM Provisioning for the PandaDoc App in Microsoft Azure AD
Description:
A customer has reported that the current PandaDoc App listed in Microsoft Azure does not support SCIM (System for Cross-domain Identity Management). This limitation prevents automated user provisioning and de-provisioning via Azure Active Directory.The customer initially considered setting up SCIM but discovered that the app does not support it, stating:
"The PandaDoc App registered in Microsoft does not support SCIM. The developers of the app would need to implement that."
Impact:
Lack of SCIM support creates friction for IT admins managing user lifecycle at scale. Manual user management increases operational overhead and introduces security risks when users are…3 votes -
ability for the signer to modify his signed form
If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted
2 votes -
Ability to specify the type (number, text, price) for custom variables.
Ability to specify the type (number, text, price) for custom variables so that, for example, if your custom variable has a 'Price' type, your value is formatted as an amount: 12250 >> 12,250.00
1 vote -
[Signature] Autofill Signature if signer is not a PandaDoc user.
Right now, non-PandaDoc users have their emails as the autofill for the signature. Have a way for signers to put their names first before signing, just like the pop-up for a form, so that the signature autofill can use the name the signer put in the pop-up.
1 vote -
[Testing] Beta test signup for new features. Or a way to test new features ahead of implementation.
Have a way for users to sign up for beta test features, or have users test out new feature before they are implemented.
1 vote -
Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
11 votes -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
4 votes -
4 votes
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Username changes won't affect old documents
changing the user's username will not affect the username of old document
2 votes -
Have the ability to redact information in downloaded PDFs
Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.
2 votes -
SSO: Ability to login using email alias
When you log in via email alias, it's detected as a new account/user, which is not ideal.
2 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
5 votes -
Credit & Rebate Products
For our use case, we have a package of products if you commit to the 2 products, we give them a credit or rebate. While in the product catalog we are able to add a negative or set up a discount in table, but we like to use it as a product to explain the discount better than just a flat % or Dollar Value.
It would be nice if we could have the rebate products in the product catalog that are negative dollar values do our sales team has these fixed credits available when they pick from the product…
1 vote
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