7085 results found
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introduce a new endpoint to return a list of related Notary requests from the input of a PD document-id
For Notary use cases, where the Notary sessions are created through a user interaction, but there are numerous API interactions after, the client cannot automatically capture (and/or related) the notary-request and document identifiers from the manual interactions. If the document-id was monitored through webhook notifications, getting an API list of Notary-requests associated with that PandaDoc document-id input would be advantageous, but no such endpoint exists.
There is no way to trace out the relationships, which is critical for downstream automations.
3 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Update Last Modified date when the doc is relinked to a different CRM Object
Currently the last modified date of the document is not changed when the doc is relinked to a different CRM object. And this is huge in our case because that way we are just losing to the to to the deal basically because since we are fetching only those documents on the daily basis which were last modified for the last previous day, we are not catching those that have been for some reason like switch to the different object and on our side in the analytics part, it creates a lot of the head edge. Our expectation is that…
3 votes -
Ability to adjust the automatic zoom on the mobile app
Could you please let us know if there is any configuration setting on our end to disable or reduce this automatic zoom functionality? If not, would you be able to assist us with a solution or workaround for this issue?
2 votes -
3 votes
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Ability to map products to pricing tables and pricing section in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votes -
Ability to place rules on the pricing table, so only specific line items from the Hubspot deal populate specific pricing tables
I am referring to rules placed on the pricing table, so only specific line items from the Hubspot deal populate specific pricing tables (there are two pricing tables – one for one off costs, one for ongoing costs).
2 votes -
Ability to have a combined variable for hardware in a summary table at the end of the document.
I was wondering if it was possible to have calculated variables. The use case is that I have several product types for hardware (mobile hardware and fixed hardware). I want to display pricing tables with options for each type, but then have a combined variable for hardware in a summary table at the end of the document. Is this possible?
2 votes -
Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
2 votes -
document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes -
The option to display the total in the pricing table excluding tax/discounts/fees
The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.
135 votesHi. 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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Multiple eSign disclosure agreements per workspace
The ability to add multiple eSign disclosure agreements per workspace would be helpful.
2 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
Hide the Timeline panel on the right side of the Overview page
Hide the Timeline panel on the right side of the Overview page
2 votes -
Fillable Fields: Ability to set a conditional rule for Initials
Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.
2 votes -
Identify Bulk Send Documents via API
Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.
2 votes -
Disable document download for collaborators
The option to disable document download for Collaborators (guest license users).
2 votes -
The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
Currently, we understand that only the first three active string-type custom fields enabled for sales forms in QuickBooks Online (QBO) are supported for data merge rules in PandaDoc.
We would like to request the possibility of removing this limitation and enabling support for more than three custom fields.
2 votes -
Displaying custom integrations in the PandaDoc UI side panel
Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.
3 votes -
Ability to create custom variables with dropdown
Ability to create Custom Variables with drop-down listings
2 votes -
2 votes
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