7429 results found
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario:
- You can use Quotes and write approval rules to use quote variables.
- Please see this link for more info: Conditional Approvals in Quote Builder
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Salesforce: merge multiple tokens into one field
In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?
2 votes -
Add default option for Date > Autofill with Signing Date
Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.
Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.
15 votes -
Field Tab Logic Improvements
Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.
2 votes -
Save videos of terminated notary sessions
An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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PandaDoc module in custom object in Pipedrive
Add PandaDoc module to Pipderive (i.e Projects)
2 votes -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
12 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
BambooHR integration improvement
- It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
- The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
2 votes -
2 votes
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Prevent/ block recipients from screenshotting documents
Prevent/ block recipients from screenshotting documents
1 vote -
Ability to pass products from multiple Salesforce objects to a single document.
Ability to pass products from multiple Salesforce objects to a single document.
5 votes -
The ability to download documents with blank pages
Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.
1 vote -
Option to view the all documents expiration date in the separate column on the Documents tab
Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)
3 votes -
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
4 votes -
The ability to upload multiple signatures
Customer would like to have the ability to upload different signatures in their profile
4 votes -
Generating In-Person Signing Link via PandaDoc API
Option to generate in-person signing link via PandaDoc API
2 votes -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
21 votes -
Update document value if specific radio button is checked
Update document value if specific radio button is checked
4 votes -
4 votes
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