7596 results found
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Send document using 3rd party email
Ability to send documents using 3rd party email instead of Pandadoc email
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 link below:
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8 votes
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Restrict members of the Room from downloading documents
The ability to restrict members who will come into the Room from downloading the documents attached instead of going to the document itself and restricting from there.
1 vote -
Retrieve Bundled products' SKUs via API
Ability to retrieve the data of products within a Product Bundle via API
5 votes -
Preview generated documents under PandaDoc API
Be able to preview generated documents under PandaDoc API before being charged
1 vote -
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 -
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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Allow control of the overflow wrap option so that text blocks can be set to not break words.
Allow control of the overflow wrap option so that text boxes can be set to not break words.
3 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
6 votes -
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: notify user other than sender in 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
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