7487 results found
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native ZIP procurement integration
Natively integrate with Zip procurement tool to compete with DocuSign's native integration supported via Zip.
Function: Automates the purchase order process by integrating with PandaDoc for e-signatures after internal approvals are collected.
Workflow: A purchase request is initiated in Zip, routed through necessary teams, and then sent to PandaDoc for the final signature process.
Allow users to send zipForm documents directly to PandaDoc Rooms for signing and completion.
2 votes -
Mass create documents from smart form
Export all of Smart Form submission as PDFs in one click.
1 vote -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 votes -
Add a content library item as section to the pricing table.
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.
2 votes -
Smart Forms: Change name of person sending document
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
1 vote -
TOC: Keep headings auto-numbering
Client: we want to have TOC to have numbers in front to be reused based on their numbering as paragraph, not pages on the right. We can’t use Auto numbering, because then we can’t have continuation with inner paragraphs like 2.1 2.2 2.3 etc.
2 votes -
Auto Adjust Theme Color (Headings)
Documents automatically inherit the theme colors from the content library items, so the headings and styles will match.
1 vote -
Option to apply surcharge to Stripe
When collecting a payment, to have the option to set up surcharges through Stripe
3 votes -
Pass Discount in % from MS Dynamics
At this point, we can pass discount/tax in flat value only from MS Dynamics. Would be great to have an option to pass it in % (if template is set to %).
2 votes -
Catalog: Automatically update Catalog based on information in Monday.com
Have the ability to pass Monday.com products to the PandaDoc catalog automatically.
2 votes -
Option to generate link and will not send the document
When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help
2 votes -
API Endpoint to Launch CPQ Workflow.
Would like an API end point to launch a CPQ workflow from Salesforce.
2 votes -
2 votes
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email template variable support
Hi, I am very surprised that you do not support variables in email message body so that we can personalize emails to customers.This should be a high priority enhancement..
1 vote -
To have more then 300 webhooks per workspace
Currently, it is a limitation of 300 webhooks per workspace. It would be great to increase this number
2 votes -
Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
2 votes -
Checkbox field: Design and color options to make it more visible
Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.
2 votes -
Bi-weekly billing period option for recurring payments in document
Bi-weekly option for recurring payments in documents. Currently you can only select either Weekly, Monthly, and Annually for recurring payments on the Document.
There's a similar request like this, but specifically for products: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/48697445-bi-weekly-billing-period-option-for-recurring-prod
1 vote -
[Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.
After a Word document is imported, line spacing is not kept.
6 votes -
Approval workflow: Allow approval between first and second signer
Allow workflow: "First signer completes → Document comes to you for approval → After you approve → Second signer receives it."
I am currently only being able to Approve the document before sending it, not between the first and second signer
1 vote
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