7401 results found
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Recipient Groups in Hubspot
Recipient Groups are currently not working when creating documents from Hubspot. Are there any plans to add this functionality to our Hubspot integration, similar to how it works in Salesforce?
2 votes -
2 votes
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Update a Salesforce field with a custom value when a mapped PandaDoc field is updated
Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, it is possible with Salesforce Flow (the SFDC workflow builder), We hope this solution 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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Webhook UUID in the payload
Please add "UUID" of the webhook in the webhook payload.
4 votes -
Add content library items to document based on products added to the pricing table
Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
Add content library items to the document based on products added to the pricing table
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Fill a variable with information from another document in your account
Fill a variable with information from another document in your account
2 votes -
2 FA without logging out
Always have 2FA enabled even if the account window is closed and the user did not log out manually from the account.
2 votes -
Integration with Creator IQ
Integration with Creator IQ (available in Docusign).
2 votes -
Show indicators of headers/footers when text blocks overlap
Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.
3 votes -
Webhook History within the document itself
Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.
2 votes -
Payments: Calculate the document value from all documents in a bundle automatically
Currently, the total document value for payment in the document bundle isn't calculated automatically, we need to customize the total document value.
2 votes -
HubSpot CPQ Conditional approval based the variable:
HubSpot CPQ Conditional approval based the variable:
want to offer a trial and we write that language into, the contract or whatever. And we have a variable for trial length if it's 30 days or less, no approval, if it's more than 30 days needs approval. We want that to be free for the rep to set as they're generating the quote. That way they don't have to know for example, that they need to click the needs approval workflow, because, that's our blanket solution right now, which is, in this workflow, it just needs approval because, you are asking…2 votes -
Ability to apply default identity verification method for all existing templates/documents
Ability to apply default identity verification method for all existing templates/documents
1 vote -
Quote builder totals variable
When you create a quote in Quote builder - you have sections you can create.
Imagine where you have
Section A - with a total of $100
Section B - with a total of $200
Section C - with a total of $300once you build your quote and then go into the doc
it would be great to access those values via variables
for example
[Section A.Total]Right now I can only get
[Quote 1.Total]This would help build out pricing tables and summaries in the document that reference the quote.
3 votes -
Identity verification before the session starts and Notary joins.
Option to have identity verification before the Notary session
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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Recipient must enter a passcode in order to download their documents
The recipient must enter a passcode in order to download their documents
2 votes -
volume-based pricing: discounts will be applied to specific quantity
"My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."
2 votes -
Rooms: Customize Room Link (URL)
Option to customize / white-label Room URLs.
5 votes -
link document to the Salesforce order
link document to the Salesforce order
2 votes -
Additional International ID Verification Options
Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.
2 votes
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