7354 results found
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Freshsales custom fields as tokens
Make custom fields in Freshsales visible as PandaDoc tokens.
3 votes -
AccuLynx
integrate with AccuLynx
1 vote -
Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
1 vote -
Fattmerchant
Fattmerchant Payment integration
2 votes -
Qualtrics
Native Qualtrics Integration
2 votes -
2 votes
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Stripe: Detailed Line Items from Pricing Table
With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?
7 votes -
1 vote
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dates
The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..
1 vote -
Adyen
Adyen integration
1 vote -
12 votes
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Pass additional information to a form via a url parameter
We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.
1 vote -
Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
2 votes -
Search by Two Letters
Client would like to be able to search two letters using the search function.
2 votes -
6 votes
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Google Forms
Integration with Google Forms
8 votes -
21 votes
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Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
34 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
17 votes -
seeing the names of the categories on the left panel when hover over them
seeing the names of the categories on the left panel when hover over them
3 votes
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