6876 results found
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Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
3 votes -
Disable editing characters on signature field for Signers
Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.
1 vote -
Filter documents by expiration date
Option to have an expiration date as a filter under the Documents tab
2 votes -
2 votes
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Tag documents appearing in HubSpot
To have a tagging for documents appearing in HubSpot, have multiple types of documents (proposals, contracts, agreements, etc.) be able to quickly differentiate between them in HubSpot without relying on each individual user to properly name the documents they generate
1 vote -
Disable Document Sequence for Duplicated Documents
Option to prevent the document numbering sequence from running when a previously executed document is duplicated.
2 votes -
Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
2 votes
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Automatically delete assigned fields when deleting recipients
A way to automatically delete fields from an assignee when removing such assignee/role from the document.
2 votes -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
2 votes -
Ability to suggest edits using Microsoft Word with bundled documents
Right now, you can use both PandaDoc & Microsoft Word with 'Suggest edits' if there is just one uploaded document. If you add another, you can only use PandaDoc and not Microsoft Word. If you try to add another, you will get a pop-up.
1 vote -
Add category column to the pricing table
Add a category column to the pricing table
2 votes -
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
4 votes -
Renewal notifications available via API
Setup renewal notifications via API
3 votes -
Edit shared templates
Option to edit shared temlate
2 votes -
Room: bundle templates
Option to bundle several templates from the Template tab under Rooms
2 votes -
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
4 votes -
Restrict members of the Room from downloading documents
The ability to restrict members who will come into the Room from downloading the documents attached instead of going to the document itself and restricting from there.
1 vote -
Preview generated documents under PandaDoc API
Be able to preview generated documents under PandaDoc API before being charged
1 vote -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote
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