7594 results found
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Alow users to extend expiration but limit how far out it can be set.
Would like to set a maximum allowed expiration period giving reps ability to change the expiration but only extend it up to a certain point.
2 votes -
Prevent documents from automatically linking to opportunities when they are created from Salesforce.
Currently, when documents are created in a Salesforce opportunity, they are automatically linked to the opportunity and shown within the opportunity. We would like to remove this.
2 votes -
having an option to place circles around words would be very helpful as some forms requires things to be circled and not checked
having an option to place circles around words would be very helpful as some forms requires things to be circled and not checked
1 vote -
Inline fields inside the table block
Feedback from our client rylee.may@kirkwood.edu,
Inline fields to be utilized inside a table block2 votes -
Product Bundles: Automate Bundled Item Quantities Based on Parent Product
When a parent product quantity changes, the quantities of associated bundled items would automatically update.
2 votes -
Built-in ADA Compliance Verification
Add tools within PandaDoc that allow users to verify the ADA (Americans with Disabilities Act) compliance of their documents.
2 votes -
Ability to Change Time Zone for Timestamp in Signature Certificate
The ability to change the time zone of the timestamp for the certificate of signature. The time zone can be changed but it may confuse users and signers since time is different as it shows as UTC
1 vote -
Push content from document into Freshsales
Push content from the document into Freshsales
2 votes -
Send Via Text for Business Monthly Plan
The Send Via Text (SMS) feature would be a great addition to the Business Monthly plan.
2 votes -
Abilities to simply stop reminders and to temporarily pause reminders on a specific sent quote
It would be nice to have both the ability to simply disable the 'sign this quote' reminders for a particular quote that has been sent and also to temporarily pause the reminders for a particular amount of time if the customer gets annoyed or requests it to stop.
The workarounds are not good enough.
1 vote -
Post available options for smart content
For Feature Enhancements: The Smart Content block is specifically meant to “My Content”. It would be best to remove the rest of selections as it confuses users and gives the impression that other options can be used such as:
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pages2 votes -
Recipient verification via SSO
the customer needs to verify recipients via SSO when the document recipients are their Pandadoc users. Currently the document could be forward by email or link shared directly with the other recipient and they can open and sign the document on behalf of the other users. Having SSO authorisation on that step would prevent such actions from happening.
2 votes -
Ability for SSO group-based provisioning to also apply to existing users on future logins
Currently, SSO group-based provisioning in PandaDoc only applies during the initial user creation at first login and does not update group assignments on subsequent logins for existing users. We would like to request the ability for SSO group-based provisioning to also apply to existing users on future logins, so that group membership and related access can be dynamically updated based on IdP group changes.
This enhancement would ensure that user access remains aligned with identity provider group assignments over time, reduce manual administrative updates, and improve overall access management accuracy and security.
3 votes -
1 vote
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Push recurring totals from Quote Builder to HubSpot Deal properties after document completion
Automation: Push recurring totals from Quote Builder to HubSpot Deal properties after document completion
2 votes -
Authorize.net - pass field values to checkout
We would like to be able to pass certain fields from PandaDoc documents into Authorize.net checkout form.
For example we would like to pass "Country" data automatically into checkout.2 votes -
Fields placement adjustment
There should be a way to align the fields' positions with each other. If we add multiple fields one under another, we can change their position using the spacebar key, but even then, the fields' position isn't completely aligned.
1 vote -
Ability to import products not associated with the Salesforce Opportunity
Currently, the products must be associated with the Salesforce opportunity in order to pull them to the document. It would be nice to be able to pull products that are not associated with the Salesforce Opportunity
2 votes -
2 votes
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Revert Document Generation Link Like the Old Editor
Revert Document Generation Link Like the Old Editor with lesser steps. The new editor let you generate link only on the page 4 of workflow.
2 votes
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