2992 results found
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Filter documents based on Hubspot properties
I need to filter the documents by Hubspot properties
2 votes -
Document Counter in Document List/ Folders
Visibility on the number of documents shown in the document list and document folders.
2 votes -
Configure the expiration period of user's sessions
Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.
6 votes -
Ability to sign pandadoc documents in microsoft word
Ability to sign PandaDoc documents in Microsoft Word
2 votes -
payments through embedded signing
Use the payment integration within the embedded iframe to collect payments.
2 votes -
Embed link to pandadoc so if you click the link it will not open a new window
Embed link to Pandadoc so if you click the link it will not open a new window
2 votes -
Variables: Have the ability to use "Sender" details from variables without sending the document to the sender
Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.
4 votes -
Update Signing order via API
We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.
3 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.
6 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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Add Native Lookup Relationship Between PandaDoc Document Object and Quote Object in Salesforce
Currently, the PandaDoc Document object in Salesforce has built-in lookup relationships with the following standard objects: Opportunity, Lead, Account, and Contact. When documents are generated from these objects, the relationship is automatically populated, allowing for seamless integration and reporting.
When a document is created from other Salesforce objects, such as Quote, the associated object ID is only stored in the Custom Object ID field, which is a text field. This prevents users from leveraging the Quote relationship in native Salesforce reports or automation tools, as no actual lookup relationship exists.
2 votes -
[Quote Builder] Add file upload field to quote builder
Some teams need to upload photos and documents during the quoting process—often while onsite with a customer. These files are essential to the internal workflow and must be captured before the customer-facing quote is generated.
2 votes -
[Notifications] Send completion alerts to internal stakeholders without giving document access
Some documents—like HR or legal paperwork—may contain sensitive information that shouldn’t be visible to all parties. This request is for a feature that allows users to configure "FYI-only" notifications upon document completion. These recipients would receive a notification that a document has been completed, but would not be granted access to the document contents or record.
2 votes -
Ability to move the position of the reference number
Ability to move the position of the reference number in the PDF of a completed document, for example, from bottom left to top right.
2 votes -
Drop down fields in Quote Rules
In customer case the fields for unit of measure and the campaign start date / campaign end date are drop-down fields in Hubspot but not in PandaDoc, which requires the Reps to manually type in the data, which could lead to errors and inaccuracy. They need Quote Rules in PandaDoc to have those fields as drop-downs to eliminate manual work and data accuracy.
2 votes -
QuickBooks Online Taxes and Discounts
Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.
4 votes -
PandaDoc verified badge
We want to be able to show our customers on the product pages on our websites that these clients have been "identity verified" with PandaDoc. Ability to use a "PandaDoc verified" badge on product pages on our websites.
2 votes -
Change recipient details on a completed document without editing the document
Update the recipients without editing the completed document
2 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
9 votes -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
3 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
4 votes
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