7418 results found
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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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Let the customer select optional items in pricing tables without assigning a field
I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field
28 votes -
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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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 -
Create dynamic options for document creation
Create IF-statement for sending document - more dynamic options
2 votes -
Moneris
Interested in using the Moneris payment option with PandaDoc
1 vote -
Signer can re-assign some fields to other people
There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.
Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient
29 votes -
Default settings for document forwarding
Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)
9 votes -
Recognize float numbers in Pipedrive Numerical fields
Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.
The customer would like to be able to use float numbers to pass them to PandaDoc variables
2 votes -
Descriptive Error Messages
More descriptive error messages for PDF printing blocked by pop-up blocker.
The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.6 votes -
3 votes
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3 votes
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5 votes
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6 votes
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Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
12 votes
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