7400 results found
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CPQ Guided Selling - Validate Products Shown Depending on Client Variable (i.e. Industry)
Limit products shown depending on another variable
2 votes -
[API][Webhook] Pass the ID of the template role in the document requests
It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).
2 votes -
Third Party Contract Management
We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.
2 votes -
Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
2 votes
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Preview document without variables
Ability to have a blank version of the document, like a "preview " as if the variables were not filled.
2 votes -
Creating rooms through API
The ability to make rooms utilizing API
8 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
19 votes -
Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates
When creating a document, we get to automatically populate fields by mapping the relevant hubspot properties.
Hubspot now has support for 'Sensitive' and 'Highly Sensitive' properties which contain details like payment cards, government ID's etc. These properties are not available currently as tokens to be mapped into PandaDoc.
It's a hassle, because everything comes over, and then we have to manually copy all the 'sensitive data'.
In my search of a solution, Hubspot's documentation says that PandaDoc development needs to request access to these new sensitive and highly sensitive property 'Scopes' in order to allow mapping tokens to be used.
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3 votes -
Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
98 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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Export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
4 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
5 votes -
Progress/Status Update Option for Rooms Feature
Progress/Status Update Option for Rooms Feature - for each task in PandaDoc rooms, have the option to update the status of each task ex. not started, in progress, delayed, not appliable, complete.
1 vote -
Pull recipients from Salesforce after document creation
Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name
1 vote -
Single file for all documents within a bundle when downloading them in bulk
Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.
1 vote -
Option to change payment pop-up wording
Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)
1 vote -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votes
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