7313 results found
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Sync Role changes with SSO IDP changes
So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.
It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.
2 votes -
Automatic Data Transfer Between Documents and Templates
A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.
2 votes -
2 votes
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6 votes
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Follow up flow for a document
Currently Pandadoc quotes are clunky - relies on remembering all your quotations. Follow up is key to understand the client has not had issues with receiving the quotation etc...
If Pandadoc is really serious about improving this space a followup sequence needs to be implemented i.e. suggest 3 follows 1st is courtesy, 2nd is there anything we can do to move the sale along, 3rd is we're here for you but if you are not currently able to follow through please get in touch with us when you are ready. We need to be able to set dates for the…
1 vote -
Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
3 votes -
3 votes
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Pre-Sign a Document before sending in bulk
Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.
5 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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Disable editing characters on signature field for Signers
Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.
2 votes -
Filter documents by expiration date
Option to have an expiration date as a filter under the Documents tab
2 votes -
2 votes
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signer ip address in webhooks
ability to retrieve signers IP address from a webhook
1 vote -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
6 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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Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.
I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)
3 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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Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
4 votes -
Disable Document Sequence for Duplicated Documents
Option to prevent the document numbering sequence from running when a previously executed document is duplicated.
2 votes -
Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
2 votes
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Automatically delete assigned fields when deleting recipients
A way to automatically delete fields from an assignee when removing such assignee/role from the document.
2 votes -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
2 votes
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