7247 results found
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Identify Bulk Send Documents via API
Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.
2 votes -
Disable document download for collaborators
The option to disable document download for Collaborators (guest license users).
2 votes -
The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
Currently, we understand that only the first three active string-type custom fields enabled for sales forms in QuickBooks Online (QBO) are supported for data merge rules in PandaDoc.
We would like to request the possibility of removing this limitation and enabling support for more than three custom fields.
2 votes -
Ability to create custom variables with dropdown
Ability to create Custom Variables with drop-down listings
2 votes -
2 votes
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Pass Decimal Pricing from PandaDoc to Quickbooks Online
The ability to pass decimal pricing from PandaDoc pricing table to Quickbooks Online.
1 vote -
Smart Form: Allow for fillable fields to relay
Ability to pass in fillable fields (merge fields) for field default values (just like API) from a smart form into a document
2 votes -
SSO (Single Sign-On) session timeout
It would be best to have a concept used to define how long a user can remain authenticated in an SSO environment before they are required to authenticate. This are mainly used for productivity reports
2 votes -
Enhance Embedded Signing session_view.document.loaded Event with Recipient Status Information
As a developer, I require the sessionview.document.loaded event in Embedded Signing to include detailed recipient status information. Specifically, I need to know if a recipient has completed their assigned fields (isdone - is used in API) immediately upon document load.
This enhancement would allow for real-time updates and more dynamic user interfaces within my embedded signing workflow.
Currently, the session_view.document.loaded event does not include any document loading information.
By adding recipient status details, I can:Provide immediate feedback to users about their progress.
Dynamically adjust the user interface based on recipient completion status.
Improve the overall user experience…1 vote -
Ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces
The ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces. Currently, if you disconnect it from one workspace, it is disconnected from all workspaces
2 votes -
Salesforce Homepage Component
It would be nice if we could add the PandaDoc Documents Salesforce component to a Salesforce homepage. It could bring in documents associated with that Salesforce user, rather than documents for a specific Salesforce object. Ideally the user would be able to somehow filter that list, or we'd be able to set filters on the component itself (i.e., only show documents in a specific status/statuses).
Currently you can add the PandaDoc Documents component to object pages within Salesforce; however, you cannot add this to a homepage.
3 votes -
Different company names for whitelabeling accounts/multiple workspace
Ability to have different/separate company names for multiple whitelabeling accounts.
4 votes -
Support SCIM Provisioning for the PandaDoc App in Microsoft Azure AD
Description:
A customer has reported that the current PandaDoc App listed in Microsoft Azure does not support SCIM (System for Cross-domain Identity Management). This limitation prevents automated user provisioning and de-provisioning via Azure Active Directory.The customer initially considered setting up SCIM but discovered that the app does not support it, stating:
"The PandaDoc App registered in Microsoft does not support SCIM. The developers of the app would need to implement that."
Impact:
Lack of SCIM support creates friction for IT admins managing user lifecycle at scale. Manual user management increases operational overhead and introduces security risks when users are…2 votes -
2 votes
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document made from a specific template get a tag automatically
I would like every document made from a specific template to get a tag automatically so they cannot forget
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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ability for the signer to modify his signed form
If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted
2 votes -
Add more recipient related fields in webhooks
Add fields related to recipients' data to webhooks, e.g.:
1. "signature_date" - currently present in Document details endpoint, but not in Webhooks
2. Delivery date
3. Declined date2 votes -
Import contacts directly from Quickbooks Online
Import contacts directly from Quickbooks Online
2 votes -
Pipedrive: Push Notifications for PandaDoc Document Status Changes in Pipedrive
Users would like to be notified in Pipedrive when a PandaDoc document status changes.
The notification could trigger an activity or alert in Pipedrive, ensuring that users are aware of the document’s progress without switching between platforms.
2 votes -
Microsoft Dynamics: Document Status History Reflected in Notes with Links
Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.
Key benefits:
- Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
- Allows users to monitor document progress without leaving Dynamics
- Provides easy access to documents at any stage with a single click
- Maintains a comprehensive record of document lifecycle activities in your CRMWhile this request focuses on MS Dynamics, similar functionality would be valuable…
1 vote
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