3784 results found
-
TOC: Keep headings auto-numbering
Client: we want to have TOC to have numbers in front to be reused based on their numbering as paragraph, not pages on the right. We can’t use Auto numbering, because then we can’t have continuation with inner paragraphs like 2.1 2.2 2.3 etc.
2 votes -
Pass Discount in % from MS Dynamics
At this point, we can pass discount/tax in flat value only from MS Dynamics. Would be great to have an option to pass it in % (if template is set to %).
2 votes -
Catalog: Automatically update Catalog based on information in Monday.com
Have the ability to pass Monday.com products to the PandaDoc catalog automatically.
2 votes -
API Endpoint to Launch CPQ Workflow.
Would like an API end point to launch a CPQ workflow from Salesforce.
2 votes -
2 votes
-
Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
2 votes -
Zoho 2 Way Sync: update variables from Zoho CRM
Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.
2 votes -
Adelante Payment Gateway
Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.
1 vote -
Checkbox field: Design and color options to make it more visible
Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.
3 votes -
Document bundle: Ability to drag and drop content from one document to another in the bundle
Ability to drag and drop content from one document to another when having document bundle
2 votes -
Access to the Learning center with the EU account
Option to log in to the Learning Center if you have a PandaDoc EU instance (pandadoc.eu) account.
1 vote -
Ability to select the placement of the logo on the completed document notification.
The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?
2 votes -
3 votes
-
2 votes
-
Be able to export document metadata to PDF
It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.
2 votes -
Refresh feature to populate role variables of recipients after document was created
When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.
2 votes -
Roll back the change to the Template page.
Adding an extra click to be able to start a new document is ridiculous. Tell your design people to learn something about UX. So annoying.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the video below!
-
Support for 3-Object Token Merges and Custom Object Sync in HubSpot
We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).
We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.
Can you please request or enable:
The ability to pull tokens from three associated HubSpot objects, and
Support for syncing and using tokens from custom objects like our “Suites” object?
This would help us generate complete lease documents directly from HubSpot.
Thank you!
1 vote -
Have the option to remove the document from the finalized view if this was saved to a folder
Have the option to remove the document from the finalized view if this was saved to a folder
2 votes -
Language Localizaion for API Embedded Editor.
It would be helpful to have language localization options in the PandaDoc embedded editor for document creation and template editing. Right now, it is only supported for recipient-facing signing experiences.
2 votes
