5360 results found
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Ability to create your own home page filters
Ability to create your own home page filters for sorting documents
6 votes -
Mark checkboxes automatically based on a variable value
We would like to mark checkboxes automatically based on a variable value
3 votes -
Include user provided document metadata with 'document_creation_failed' webhook events
When a document can't be created for some reason, a 'documentcreationfailed' webhook event is sent, but it only includes the document ID, and no other metadata that was provided with the document creation request.
It would be great if that user specified metadata was provided with the webhook data, because in my scenario, I have multiple different services and versions of services that work with PandaDoc data, and with just the document ID I can't determine what service created the document, I normally rely on ID's I have set in the document's metadata that I provide.
1 vote -
Auto delegate Signatures & Approvals
Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.
10 votes -
Ability to sum pricing table variables across multiple tables
I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.
7 votes -
No labels on Radio Buttons
Have the option to add radio buttons without having to label them.
5 votes -
Collect credit card information via a text field and be able to validate that it's a correct credit card number
In case the client enters a credit card number that's incorrect, be able to validate it.
4 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
doc status change date instead of modified date to be reflected in SF PandaDoc lightning component
Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date
2 votes -
Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
20 votes -
Recipients to add rows and columns on the table
Customer would like to have a recipients option to add rows and columns on the table
2 votes -
Approval workflow after suggest edits
Customer would like to have another approval workflow after changes has been made for suggest edits
5 votes -
Enable to select one option only for suggest edits
Customer would like to have the option to only enable one option for suggest edits using PandaDoc or Microsoft Word
1 vote -
Ability to set up the payer to pay the transaction fee.
Ability to set up the payer to pay the transaction fee.
2 votes -
2 votes
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Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
3 votes -
Replace source file from different PDF files
Replace source file from different PDF files
1 vote -
4 votes
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the restriction to add the certain email ( email domain) only as a CC
the restriction to add the certain email ( email domain) only as a CC
1 vote -
4 votes
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