7325 results found
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Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
2 votes -
Ability to send a document back to the previous step for an update
We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.
For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…
1 vote -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
2 votes -
Set the same document sequence number for several documents
Set the same document sequence number for several documents (in case several documents are sent for the same recipient)
2 votes -
Bulk Delete Documents in "Waiting for Others" tab
Bulk Delete Documents in "Waiting for Others" tab
2 votes -
2 votes
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 screenshot below! -
Fillable field response notification
The ability to become notified when a recipient marks a specific field with a specific option.
"For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"
6 votes -
Add footer and page background to content library items
My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.
7 votes -
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
2 votes -
Integration into Click Up
Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.
2 votes -
Update/Add/Delete Products via API
We maintain a products list in a CRM, and use the API to create projects in that CRM when PandaDoc documents are signed. This requires maintaining a sync between the PandaDoc and CRM products list, which currently has to be done manually through csv import. REST access to the PandaDoc products list would enable us to maintain that sync automatically.
1 voteHi,
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 link below:
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HubSpot: option to pass line items info via variables into the document
We integrated with HubSpot and are moving to Line items. We would like variables available for line items. Not just the deal level. We need to key information in twice in the deal and on the line items, which is a double effort. If we move away from the deal information, we lose an important integration in our letters. It would be great if we could implement variables in line items.
1 vote -
Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed
I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.
Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.
Thanks!
15 votes -
Specify available quantity for products in pricing table and quote builder
The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count
5 votes -
Import from CRM for SFDC CPQ
Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap
1 vote -
If a recipient chooses one specific field, remove the ability for them to sign other associated fields
If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.
3 votes -
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
3 votes -
Retrieve Bundled products' SKUs via API
Ability to retrieve the data of products within a Product Bundle via API
4 votes -
3 votes
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Sync PandaDoc to update properties details in HubSpot
To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name
5 votes
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