7085 results found
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Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- Delete document that was originally created in Step 2
As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.
4 votes -
1 vote
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When status changed to Completed, generate a draft document
When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.
This would be useful for a lot of service-based businesses who invoice after work is complete
5 votes -
Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
1 vote -
Stripe Checkout payments: disable debit/credit card payments
Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option
21 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
You can configure Stripe payments methods on Stripe side directly.
For more information, please check the link below:
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Ability to restrict/lock field editing and placement on templates/ documents
Ability to restrict field editing and placement on templates/ documents
7 votes -
Ability to hide specific products within the bundle in the quote builder.
Ability to hide specific products within the bundle in the quote builder.
1 vote -
Ability to remove the "by [client name]" section of a form
Ability to remove the "by [client name]" section of a form
1 vote -
Have synced text fields across templates so if the user changes the text in one template it would change in the other too
have synced text fields across templates so if the user changes the text in one template it would change in the other too
https://pandadoc.zendesk.com/agent/tickets/5680471 vote -
Salesforce: not to pull discount
In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.
1 vote -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
See the number of downloaded documents
We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.
4 votes -
Restrict folder without changing user role
Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.
4 votes -
option to have a fillable field without any assigned recipients
option to have a fillable field without any assigned recipients
5 votes -
option to edit text blocks by recipients
option to edit text blocks by recipients without redlining
4 votes -
Change invoice billing currency
Change invoice billing currency ( Recurly )
4 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Integrations with Asana - Asana form to automate drafting a Template
My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.
2 votes -
variable with equation
Customer would like a variable that is capable of mathematical equation like the pricing table,
1 vote -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
5 votes -
Add Zapier trigger to Change document name after completed
Add Zapier triggers, allowing document names to be changed automatically after completion.
1 vote
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