7599 results found
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Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
20 votes -
A permission for custom roles allowing to provide access to Webhooks settings
A permission for custom roles allowing to provide access to Webhooks settings
1 vote -
insert pricing table on a table block
insert pricing table on a table block
2 votes -
1 vote
Hi,
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 video below:
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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.
103 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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Send via SMS: Ability to Port Phone Numbers from Twilio to PandaDoc
Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.
1 vote -
Ability to manage API developer logs.
Ability to purge API developer logs or set retention period to see only the most recent logs.
2 votes -
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
2 votes -
2 votes
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Document deletion via API: keep the document in trash folder
Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API
3 votes -
Dashboard auto refresh
Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?
2 votes -
Automatically upload documents from a file storage solution to PandaDoc for processing
Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.
2 votes -
Apply Workflow (Approval, Reminders, etc.) Templates on Uploaded PDFs
Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.
2 votes -
8 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Ability to reflect the company name to the document list in the Document tab instead of the recipient.
Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to
2 votes -
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 -
Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
20 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
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