5360 results found
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Enable Send Manual Reminder API for Recipient groups
Enable Send Manual Reminder API for Recipient groups
https://developers.pandadoc.com/reference/createmanualreminder
1 vote -
Salesforce Child Object Repeater Fields (Non-Product)
I have the need to use tabular data that is non-product related into my Pandadoc templates.
What I mean by this is for a quote / proposal or other primary object, I have custom lookup objects in Salesforce that needs to be mapped in a repeatable way into a standard table in Pandadoc.
I don't want to use a pricing table or quote builder table, just a standard table with rows that repeat for each related lookup object associated with my primary object, say a quote or an opportunity in Salesforce.
Even better would be an upsert functionality with form…
1 vote -
Flexible Formatting in Quote Builder and UI Notifications When a Formatting Issue and Breaks CRM Sync
We use PandaDoc with HubSpot. Current formatting requirements are very rigid. Would be very helpful and improve readability for our customers if quotes could have simple flexibility such as US date formatting option, forward slash or period for dates instead of strictly hyphens, and commas allowed for numbers.
It would also be very helpful if a simple notification appeared in the UI when there is a sync error. We have had ongoing mysteries with our team that can take 30-45 minutes to track down sometimes because a simple value mismatch has occurred (e.g. a comma used in a number, date…
1 vote -
Ability to Switch from Mobile Browser Version to Desktop Browser Version on Mobile Phone
Currently when you open PandaDoc.com on a mobile browser, the mobile version of the site displays, but there's no way to opt out of that version & continue displaying/using the full desktop version.
As someone who prefers to use a mobile browser over an app, it would be nice to at least have the option to display the full site on my mobile browser.
The mobile version still has very limited functionality, and as an admin I'm often asked to do simple tasks like check out settings/integrations/etc. As it stands now, I have to pull out my laptop to do…
1 vote -
Add a new API to fetch the ip-address (and geo location tags) of all Document signatures
As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.
3 votes -
Data Export Notification
The user will receive a notification if there are data being exported in the account.
2 votes -
AI document search tool
I'd like to have a search feature where I can ask a question using AI and it will apply that question to each of the documents and give me the results across all documents. I want to create a list of all contracts that have certain provisions.
2 votes -
Conditional fields to make signature required or optional
Have the option to use conditional fields to make the signature required or optional
2 votes -
Ability to have a different variable date format on each template
I'd like to change variable date format on separate templates/ documents that will override the general settings
4 votes -
Add variables to the Room
add variables to the Room
28 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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Make uploaded Google Slides editable
Currently uploaded Google Slides are static and not editable. Please enable editing of uploaded Google Slides
4 votes -
User Analytics Report
The user analytics page should include the capability to customize additional columns around user accounts, such as create date, last login date, and last document creation date.
The "User Usage Analytics" Screen should allow the ability to see all users in the tenant, not just ones with an action associated (i.e. if they've never created, sent, modified, etc., When I click the "Save Report" button nothing happens; should download the screen as a report that shows aggregate vs having to export all the data and try to use a pivot table for something so simple.
Need a Workspace report that…
2 votes -
Prevent duplicate data entry in fields
Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template
2 votes -
Smart Form: Allow for fillable fields to relay
Ability to pass in fillable fields (merge fields) for field default values (just like API) from a smart form into a document
3 votes -
Option to automatically update variables based on the selected product
I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.
2 votes -
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 -
Ability to Have More Than One Conditional Logic Rule per Option
It would be extremely helpful when you have Conditional Logic, to have the ability to have more than one rule apply to applicable options. For example, when selecting an option with radio buttons, it prompts the person to fill out a secondary radio button selection based on their first selection. It would be helpful to have a SECOND rule where when the person selects that first option, they ALSO have to fill out the text field.
3 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
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