7289 results found
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[Integrations] iCon - HR System
German HR/payroll system used by multinationals for employee data, payroll processing, and HR compliance. Key integrations points include contracts, HR data sync, employee self-service, audit & retention compliance
2 votes -
[Integrations] Avature
Avature is a flexible ATS/CRM and talent acquisition platform, often used for recruitment and onboarding. Key integration points are offer letters & contracts, candidate signature workflow, document archiving and template customization.
2 votes -
[Integrations] SAP Ariba
Ariba is used for procurement, supplier management, and contract lifecycle management (CLM). Key integration points are contract authoring, signature workflow, audit trail sync and vendor onboarding
2 votes -
[Integration] Zuora Subscription Management Platform integration
Zuora is the go-to platform for managing subscription billing and revenue, especially when you need automation, compliance, and flexibility in recurring business models. PandaDoc can complement Zuora for quote generation and e-signature.
2 votes -
Allow displaying non-draft documents in Embedded Editor
Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:
This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…
4 votes -
Pass image from Salesforce to Pandadoc
Pass image from Salesforce to Pandadoc
3 votes -
2 votes
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2 votes
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[Missing Integration] Native integration with Attio CRM
Attio is a next-generation CRM (Customer Relationship Management) platform designed for modern, fast-moving teams. Unlike traditional CRMs, it’s highly customizable, collaborative, and built to feel more like a spreadsheet meets a relational database, but with powerful CRM logic baked in.
2 votes -
Allow recipients to exit the "suggest edits" mode if a suggestion was added by mistake
It is not currently possible for a document recipient to exit the "Suggesting edits" mode if they accidentally added a suggestion and removed it. Adding a suggestion, it can be a single character, immediately pushes a document into a 'Suggesting edits" mode that cannot be exited even if a suggestion is deleted. A document sender would need to review and resend a document to move further.
2 votes -
Actions Required: Be more specific with the status
Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".
3 votes -
duplicating the same product multiple times with different column values directly through rules.
duplicating the same product multiple times with different column values directly through rules.
2 votes -
Ability to pass the value of the variable as all capital from hubspot
When passing the value from Hubspot to PandaDoc, the Company.Name to appear as FINAL RENTAL instead of Final Rental
2 votes -
Audit Trail For Recipients
Ability for recipients to view the document's audit trail
2 votes -
Restrict who can approve requests to access documents as a collaborator.
Restrict who can approve requests to access documents as a collaborator.
Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.
We kindly request that only administrators be allowed to approve access requests to documents shared via links.
2 votes -
Interchange between native PandaDoc redlining and Word redlining
Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.
7 votes -
pass the 3% service charge of Quickbooks Online to the recipient
We tested sending and paying a document using the payment app integration, and we noticed that the 3% fee is not automatically charged to the recipient—instead, it’s charged to us. According to a QuickBooks live expert, "QBO is just a receiver of data coming from any third-party app connected to it. Any setup, configurations, syncing, processes, and fees should be consulted on the third-party app’s end. We suggest contacting PandaDoc regarding this process."
Given that, how can we add or pass the 3% credit card fee to the client if they choose to pay us via credit card?
2 votes -
[Integrations][Salesforce][SFDC] 2-way sync for Quote object
The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.
2 votes -
SSO: SCIM 2.0
SSO SCIM 2.0
5 votes -
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
2 votes
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