7607 results found
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Apply borders to uploaded image blocks
Ability to add borders to the uploaded image.
5 votes -
2 votes
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1 vote
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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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Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
34 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
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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 -
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
30 votes -
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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