7665 results found
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Ability to map Salesforce opportunity fileds with pricing table footer
Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer
2 votes -
Extend/ adjust time period of Home screen (currently default is 1 week)
Recently, the time period for the home screen was changed to one week. Would like the ability to extend that time to multiple months.
2 votes -
Internal CC role: Include verification process notification.
Enable a CC or Recipient role that lets you get notification, including internal verification purposes.
1 vote -
Email notification when ALL items in the Action Plan have been completed
Currently we get a notification when every single action item is completed, but not when the entire action plan has been completed. This would be preferred.
2 votes -
filter webhook history in the PandaDoc Developer Center using a custom date range
It would be great to have the ability to filter webhook history in the PandaDoc Developer Center using a custom date range, in addition to the existing preset options. This feature would make it easier to review and analyze webhook events for specific periods.
1 vote -
redirect to work with the downloaded file
Redirect to work with the downloaded file
4 votes -
Webhook for Document Forwarding event
Please add a specific webhook event that triggers when a recipient shares a document with a new person. Currently, we receive an email notification for forwards, but there is no programmatic way to capture this event to automatically sync new stakeholders to our CRM or trigger follow-up workflows.
1 vote -
Signature being squeeze for long name
When your name is very long the signature is squeezed and it doesn't long good and professional
1 vote -
Additional notification before sending an empty email with a document
There should be an additonal notification asking a user whether they want to send an email to a recipient without any content if they don't add any.
2 votes -
Add the chat feature back in the new editor
I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.
2 votes -
Option to disable signing order
Create a custom ROLE where we can disable Signing order
1 vote -
Pass HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table
This is a common HubSpot ↔ PandaDoc limitation, where you can’t automatically pass a HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table as a percentage today—at least not directly.
2 votes -
Built-in automation to tag documents based on form field selections
Built-in automation to tag documents based on form field selections
2 votes -
And/OR logic Smart content
Are you able to use AND/OR logic within Smart Content?
For additional context, we’re trying to conditionally surface legal terms based on what’s being purchased. For example:
If the customer purchases only Product X, we want Legal Terms X to appear.
If they purchase a combination of Product X and another product (Y, Z, etc.), we want a different set of legal terms to appear.
If Product X is not included at all, then only the standard legal terms should appear.
I also had one additional question: if we have separate pricing tables, is it possible to have a single…
2 votes -
Pass Pipedrive Contacts variables to Pipedrive Deal variable
cross-reference Pipedrive Contacts variables to Pipedrive Deal variable so that the contact variables will also be available when creating a document in deals
2 votes -
Support for national eID schemes
Enable signing with MitID, Bank ID, or Swiss ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.
25 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Create Editable Template from Uploaded file via API
Ability to make templates created via the ‘Create Template from File’ API editable upon upload, similar to how it works in the UI
3 votes -
Custom page sizes
Introduce more page sizes to the document editor:
* Tabloid size paper - 11 x 17 inches
* Custom sizesState your format in the comments!
98 votes -
API Key deactivation prompt when a user is removed (API Key user-generated)
A notification or prompt that the APIK key needs to be reset if the user who generated is removed.
1 vote -
calculation or ability to use formulas in fields
I have five dropdown fields with numeric values. I need to place another field that displays the average of those five dropdown fields. In Docusign, we achieved this with a formula field. I can't find the equivalent in PandaDoc. How would I display the average of those fields in PandaDoc?
2 votes
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