7482 results found
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warning notification if the document is not yet viewed
warning notification if the document is not yet viewed
2 votes -
option not to change the fields names on template and document bundling
Ability or option not to automatically change the fields names on template and document bundling.
1 vote -
Send an email once a document is signed
Send an email to specific email or group of email once a document is completed or status changes
2 votes -
Change payment terms in Quickbooks Invoice
Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.
1 vote -
6 votes
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Ability to pick/change colors of fillable fields (customization, branding, etc.)
This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).
23 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
Map dropdown field to QuickBooks Online
you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly
1 vote -
Restrict users from adding specific catalog products to pricing tables/quote builder.
Restrict users from adding specific catalog products to pricing tables/quote builder.
1 vote -
hide line item in pricing table using smart content
Ability to hide line item in pricing table using smart content
2 votes -
Add a fee column that would add the fee to all products in a pricing table at once, without having to type it in for each row
Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row
2 votes -
Rooms: only allow the assigned individual to "complete" the task from the task list
Currently, anyone with access to the room can mark off a task as completed. Would like to prevent this and only allow the member assigned to that task to be able to market as completed.
2 votes -
When adding variable based smart content, be able to edit the content block in the document to add conditional fields.
When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.
2 votes -
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 Smart Content in a table
The ability to add Smart Content inside a table.
5 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
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