6974 results found
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Webhook History: Add Document UUID Column
When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.
Please not only show the Document ID but also provide a means to filter based on it.
Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.
As an exercise to prove my…
1 vote -
1 vote
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2 votes
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Pass currency from various objects in Salesforce, not only Opportunity
We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.
(here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)
3 votes -
Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Edit sent document via API
Option to change the document status to Draft via API
6 votes -
2 votes
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Disable workspace banners
The ability to disable the banners that pop up in the workspace (unrelated to billing banners).
i.e attached image
2 votes -
2 votes
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes -
Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
10 votes -
1 vote
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Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
4 votes -
Ability to set a minimum quantity the recipient must choose in Quote Builder
Ability to set a minimum quantity the recipient must choose in Quote Builder
5 votes -
Ability to see who viewed the document on JSON response when it is created through API
Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.
1 vote -
Customize Knowledge Based Authentication
Knowledge Based Authentication : Setup a customized questions for clients to answer
1 vote -
HubSpot template extension: ability to set Company and Contact objects as a 'source object
HubSpot template extension: ability to set Company and Contact objects as a 'source object'
2 votes -
Variables: List Value
Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token
2 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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Improve UI for Room Links
When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.
2 votes -
Quote builder: ability to show vertical lines (borders) in the table view layout
Ability to show vertical column lines to a quote
3 votes
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