7325 results found
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Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote -
View document/template audit log for the approval workflow
Hi Team ,
Kindly add audit history to every document & every template .
So visibility will increase who updated approval workflow & who updated approver name in the template & document .it will useful to trace logs of any document & template .
3 votes -
Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
15 votes -
Automations: email sent when document status is "Sent"
a way to have an email sent any time our "Estimate" document goes to a "Sent" status.
2 votes -
change the document status automatically from expired to declined
change the document status automatically from expired to declined
3 votes -
Reporting based on integrations
Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc
1 vote -
Add the image URL to a variable and then the image will load as the variable once the document is created from the template
Add the image URL to a variable and then the image will load as the variable once the document is created from the template.
3 votes -
Document download: filter documents by type
Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.
4 votes -
The ability to switch pages within PandaDoc
The ability to switch pages within PandaDoc.
2 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 video:
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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
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