2929 results found
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[Automation] recipe' that exports a PDF of a document to Google Drive when the document status is from Seen to Waiting to be paid OR Paid
I'd like an automated 'recipe' that exports a PDF of a document to Google Drive once it moves from Seen to Waiting to be paid OR Paid
2 votes -
Allow admins to view Remaining API Documents
The ability for admins to view the remaining API documents outside of the Billing tab.
2 votes -
Drag and drop a folder with files in the Rooms
We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file
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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Authentication on the API endpoint that gets called by webhook
Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".
2 votes -
Add Filter for Original Document Creator in Document List and Reports
Option to see the original document creator even if the ownership was transferred to another user.
2 votes -
Customize pricing table header
Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.
26 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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SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
5 votes -
Notary: Commisioned Notary List
PandaDoc's capability to offer a list of commissioned notaries by U.S. state. For example, Montana only allows RON for notary public that physically live in Montana.
2 votes -
Ignore case-sensitivity in email addresses
We have discovered that a new user can be created in certain situations, causing problems. Specifically, one of our internal resources accessed our PandaDoc room with an identical email address and user name, however one letter in the email was capitalized. PandaDoc interpreted this to be a unique new user and generated a second external/collaborator account for the user.
We suggest that case-sensitivity be ignored in all email addresses to avoid this potential issue.
2 votes -
2 votes
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Hide/Disable mention of payments where there is no balance
To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance
2 votes -
4 votes
Hi. 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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Formatting Rules for Variables
Ability to apply capitalization rules within our variables. Example:
The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
Later in the document, the insertion and last name should both appear in capital letters.4 votes -
[Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste
Add the ability to select multiple content blocks to move, delete, copy/paste them in one go
28 votes -
Ability to add rows to the pricing table footer that do not affect the overall total
Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.
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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Creating rooms through API
The ability to make rooms utilizing API
11 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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Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
5 votes -
Rooms: Customize Room Link (URL)
Option to customize / white-label Room URLs.
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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Global/Workspace Level Recipient Groups
Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.
4 votes -
Merge data of multiple quote builder blocks
Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.
2 votes
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