7628 results found
-
Column-based views with the list of documents
Can PandaDoc display a clear, column-based view showing:
Current document stage (Draft, With Rep, With Approver/Manager, With Client, Finalized)?
Who the document is currently waiting on?
Can this information be visible without hover actions?2 votes -
Payment Reminder Visibility (Sender)
Have an option to know whether clients viewed the payment reminders or not.
2 votes -
Support for Encrypted Fields in Salesforce Integration
- Allow encrypted fields to be available in Configure Tokens for mapping in PandaDoc.
- Support both reading data from and writing data to encrypted fields through the integration.
2 votes -
2 votes
-
SSO and SCIM using 2 different providers
We want to use SSO with Google and use our HR system to provision users using SCIM via Rippling (and leave SSO with Google).
I'm sure that multiple clients would use one platform (like Google or Microsoft) and a different platform like (Rippling or Okta) for SCIM.
2 votes -
Alow users to extend expiration but limit how far out it can be set.
Would like to set a maximum allowed expiration period giving reps ability to change the expiration but only extend it up to a certain point.
2 votes -
Prevent documents from automatically linking to opportunities when they are created from Salesforce.
Currently, when documents are created in a Salesforce opportunity, they are automatically linked to the opportunity and shown within the opportunity. We would like to remove this.
2 votes -
Change logo shown on desktop tab to match branding setting logo
Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo
3 votes -
Product Bundles: Automate Bundled Item Quantities Based on Parent Product
When a parent product quantity changes, the quantities of associated bundled items would automatically update.
2 votes -
Built-in ADA Compliance Verification
Add tools within PandaDoc that allow users to verify the ADA (Americans with Disabilities Act) compliance of their documents.
2 votes -
Push content from document into Freshsales
Push content from the document into Freshsales
2 votes -
Send Via Text for Business Monthly Plan
The Send Via Text (SMS) feature would be a great addition to the Business Monthly plan.
2 votes -
Post available options for smart content
For Feature Enhancements: The Smart Content block is specifically meant to “My Content”. It would be best to remove the rest of selections as it confuses users and gives the impression that other options can be used such as:
Shared with me
Made by PandaDoc
Image
Canva
Upload file
pages2 votes -
Recipient verification via SSO
the customer needs to verify recipients via SSO when the document recipients are their Pandadoc users. Currently the document could be forward by email or link shared directly with the other recipient and they can open and sign the document on behalf of the other users. Having SSO authorisation on that step would prevent such actions from happening.
2 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
5 votes -
1 vote
-
Push recurring totals from Quote Builder to HubSpot Deal properties after document completion
Automation: Push recurring totals from Quote Builder to HubSpot Deal properties after document completion
2 votes -
Authorize.net - pass field values to checkout
We would like to be able to pass certain fields from PandaDoc documents into Authorize.net checkout form.
For example we would like to pass "Country" data automatically into checkout.2 votes -
Ability to import products not associated with the Salesforce Opportunity
Currently, the products must be associated with the Salesforce opportunity in order to pull them to the document. It would be nice to be able to pull products that are not associated with the Salesforce Opportunity
2 votes -
2 votes
- Don't see your idea?