7325 results found
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Be able to search/add recipients by contact name instead of only email
When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.
2 votes -
2 votes
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Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
2 votes -
Option to restrict users to manually decline documents
Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.
2 votes -
Restrict users from declining a document after a specific amount of days
Restrict users from declining a document after so many days
Example:
1. The contract was signed on May 1st.
2. On July 14th, a manager decides to decline it
3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed2 votes -
2 votes
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Discount applied after tax
The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.
3 votes -
TakePayments - payment integration
TakePayments - payment integration
3 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
3 votes -
Ability to change PandaDoc icon in email (not workspace logo/profile image).
Ability to change PandaDoc icon in email (not workspace logo/profile image).
11 votes -
Integrate with Tabby System
Ability to integrate with Tabby System
5 votes -
[Approval workflow] allow to select more than 1 approver from the list
Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person
2 votes -
Auto decline after a specified period of expiration
Auto decline after a specified period of expiration
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)3 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
8 votes -
4 votes
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2 votes
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Guidewire Integration
Guidewire Integration to implement integrations between InsuranceSuite and third party apps
2 votes -
Create custom fillable fields
The ability to create custom fillable fields
5 votes -
Copy and paste fields/variables from one template to a new template
Option to copy and paste fields/variables from one template to a new template
5 votes
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