6935 results found
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Possibility to upload Pages (Mac format) on PandaDoc
Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!
1 vote -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
9 votes -
2 votes
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Ability to access other workspaces for document and template creation via the API
Ability access other workspaces for document and template creation via the API
2 votes -
Pipedrive released a new feature (see description for details)
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote -
Ability not to select or tie email address to recipient
Ability not to select or tie email address to recipient
2 votes -
Ability to set 'not null' condition when setting up conditional content rules (see description)
Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'
1 vote -
recognize similar template/documents
make PandaDoc automatically recognize similar templates/documents
2 votes -
Fields in the webhook response to appear in the alphabetical order
Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.
1 vote -
Ability to upload files in .MSG format.
Ability to upload files in .MSG format.
3 votes -
Send reminders only when document is in Sent status, not Viewed
Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.
1 vote -
Check Box in PandaDoc based on Salesforce Selection
Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)
1 vote -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
31 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Add/edit image to a line item in a pricing table that isn't in the catalog
Right now only catalog items have images in pricing tables, but when I make a custom unique proposal I want the ability to add a photo to each line item from the document. Instead of saying "Image from catalog will appear here," make a button to add a photo.
2 votes -
pricing table recurring
Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.
7 votes -
Pre-define table and cell size
It would be useful to be able to manually set the size of a text block or table on a template so that when variables pull in text, the size of the text block or table cell doesn't vary between documents.
2 votes -
Document.Value is calculated from a template rather than individual documents
Document.Value is calculated from a template rather than individual documents
1 vote -
5 votes
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ability to show/hide one of the descriptions based on a language property in HubSpot
ability to show/hide one of the descriptions based on a language property in HubSpot
1 vote
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