7262 results found
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Reporting on Users and Licenses
Be able to pull a report on users and their licenses
3 votes -
Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
3 votes -
1 vote
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Kommo CRM
Integration with Kommo CRM
3 votes -
Add QES toggle setting to Templates
Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.
3 votes -
API & QES: Add QES toggle as input parameter to the SEND endpoint
The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint
5 votes -
Option to remove watermarks from Documents generated from Free Sandbox
Option to remove watermarks from Documents generated from Free Sandbox.
Will allow the user to remove watermarks from Documents generated from Free Sandbox.
1 vote -
Option to document archive and vault using AWS S3 bucket
Option to document archive and vault using AWS S3 bucket
1 vote -
Use custom fields from Sugar CRM in merge rules
Option to use custom field from Sugar CRM in the merge rules
1 vote -
Option for Quarterly Billing pricing in the catalog
Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.
5 votesYou can check this article to learn more about the available billing frequencies and recurring products in PandaDoc CPQ:
https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFR0ZZQKH142C9PDMERM4YCP
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Option to hide / archive Content library items on the content library panel
Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.
1 vote -
Ability to update 'grand_total" using API.
It would be helpful to have the ability to update 'grand_total" in a document using API
2 votes -
ServiceNow
Integration with ServiceNow
ex. tokens, fields, and custom data points
sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
Current workflow:
documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.4 votes -
Adding a "Complete" status to the documents with payment gateways
The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added
4 votes -
Notification when you close to the volume limit
Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).
1 vote -
zoom functionality to the embedded iframe
- Will allow the user to use zoom functions in embedded IFrame
1 vote -
Product category in pricing table SFDC
I want to have the possibility that PandaDoc recognizes when a section in a pricing table is empty and thereby not show that specific section.
Here an example, as you can see the section 'Tijdelijke bruikleen' is empty and I want PandaDoc to recognize this and not show the section.
1 vote -
1 vote
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Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.
1 vote -
Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
23 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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