7203 results found
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Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
6 votes -
Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
5 votes -
Document bundling: Conditional Document Access
Customer would like the second document in document bundling not accessible unless the first one is signed.
2 votes -
2 votes
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Add hourly billing type to catalog products.
Add hourly billing type to catalog products.
6 votes -
Ability to use Pipedrive automations with Quote Builder block
This is specifically about the Pipedrive automation 'Update Pipedrive deal product items whenever a document’s status is updated'. Right now, this can only be used with a Pricing Table.
1 vote -
Conditional approvals: notification if case the document was automatically approved
Option to set up notifications for a user so they receive an email/notification every time the document is auto-approved based on conditional approvals
1 vote -
Prepend name of uploaded documents to match the PandaDoc document when uploading to SharePoint
Currently the SharePoint upload includes the option for including the "uploaded documents". I would like to have an option to prepend the included filename to match the PandaDoc master document so that uploaded files are easily matched to the main document.
If the Pandadoc template and document is Test123.pdf and the user uploads two documents with it then the three documents loaded into SharePoint would Test123.pdf, Test123Doc1.pdf and Test123Doc2.pdf.
1 vote -
4 votes
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Automatically set quantity at 0 instead of 1 when adding products from the catalog
Automatically set quantity at 0 instead of 1 when adding products from the catalog
2 votes -
Non Accumulative Pricing
Our pricing is volume-based non-accumulative. When using your product catalogue and pricing table I want:
Band 1: 1-20 Price X
Band 2: 21-50 Price Y
Band 3: 51-100 Price ZIf a customer is in price 3 with 75 products, I want the pricing table to calculated as non-accumulative. This way:
20 * Price X + 30 * Price Y + 25 * Price Z (Non-Accumulative) Is this possible with you catalogue?
2 votes -
[Salesforce] option to assign an approver for the document from SF
I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce
3 votes -
Redirect button/field to a webpage
Ability to add a button/field to the document that goes to a web page
1 vote -
Bypass recipient information input in forms
The ability to enable recipients to not have to input recipient information before singing a form
4 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Payoneer Integration
I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.
Here are some key benefits of integrating Payoneer with Pandadoc:
Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.
Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…
8 votes -
[Hubspot] Pass Phone and Title for deal owner
For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.
2 votes -
Cash App integration for payment option
Cash App integration
3 votes -
Text block conditional logic
The ability to have conditional logic on text block not just text fields.
5 votes -
Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
5 votes -
Add payment status to the document.
Add payment status to the document itself.
1 vote
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