2992 results found
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HubSpot: Checkbox field is based on the HubSpot Selection
If the value in the HubSpot Field is Yes, the checkbox is checked.
https://share.vidyard.com/watch/1AedhdQaSstgXNmX8XJNm12 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 below:
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Reporting - export all documents associate to a specific template
Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.
2 votes -
Restrict recipients from accessing other recipients' document link
Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.
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 link below:
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Filter Zapier generated documents
Ability to filter Zapier generated documents
3 votes -
Desired cost per seat and then the app would calculate the necessary discount
Option to set a desired cost per seat first, and then the app would calculate the necessary discount.
2 votes -
Drop Down list in Custom Column in "Create a Quote" CPQ Step
Customer needs the ability to use a drop down column on the quote builder step to pick the country code for the product that its being sold in. The country codes cant be manually added since this is something that needs to be one to one with what they are tracking in Salesforce on the opportunity product custom field. Having reps manually enter the country codes could potentially cause inconsistency across the platforms causing their product level reporting to be off.
Having the ability to use a dropdown option with the country codes preset will remove any manual error that…
2 votes -
Option to hide text or other fields to a specific role
To have the option to hide text fields for a specific document role. For example, show specific fields only to the Signer role first. After the document is signed, the Receiver role will see these fields.
2 votes -
HubSpot CPQ Support for Product Bundles
Address limitation where only the main item with the total price is reflected in HubSpot line-items
2 votes -
Allow displaying non-draft documents in Embedded Editor
Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:
This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…
4 votes -
SSO Groups
User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc
5 votes -
2 votes
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Allow recipients to exit the "suggest edits" mode if a suggestion was added by mistake
It is not currently possible for a document recipient to exit the "Suggesting edits" mode if they accidentally added a suggestion and removed it. Adding a suggestion, it can be a single character, immediately pushes a document into a 'Suggesting edits" mode that cannot be exited even if a suggestion is deleted. A document sender would need to review and resend a document to move further.
2 votes -
"Agree" field
Option to have "Agree" field that would count as a signature (in case there is no signature field in the document)
1 vote -
Actions Required: Be more specific with the status
Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".
3 votes -
Quote Builder: To calculate Subtotal before each products' taxes and other discounts.
At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.
3 votes -
duplicating the same product multiple times with different column values directly through rules.
duplicating the same product multiple times with different column values directly through rules.
2 votes -
Ability to pass the value of the variable as all capital from hubspot
When passing the value from Hubspot to PandaDoc, the Company.Name to appear as FINAL RENTAL instead of Final Rental
2 votes -
Video Conference Integration with AI
The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.
1 vote -
Microsoft Dynamics 365 data-import integration: make Custom Entities viewable in template
Make Custom Entities viewable in the template when using Microsoft Dynamics 365 data-import integration
1 vote -
Attached the second document to Pipedrive or CRM when the first document is completed.
Currently, when using the automation "Sending another document when PandaDoc document status changes", only the first document is attached to Pipedrive or in the CRM. But the second document should also be attached.
1 vote
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