7365 results found
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HubSpot CPQ edit workflow (version / versioning)
Allow for Versioning to edit HubSpot CPQ workflow
Currently has to copy, rename, update, and republish as the same name as the previous titled workflow for HubSpot to recognize3 votes -
Customize Home Screen
Having the ability to customize the Home Screen, such as the option to use the simplified signature send view similar to what the Free eSign plan offers.
1 vote -
Schedule sending document with touch of Automation (something to connect the 2 documents)
Schedule sending document with touch of Automation
Example:
- create (Disclosure agreement)
- Created the 2nd document
How to work:
Before sending the Disclosure agreement, there should be a setting or automation button (or a link box, that we put the link of the 2nd document) and set if once signed. this document will be sent.
or
Improve the automation feature, I tried it but it did not work well on the types of the document we have.
It only have an option to put an specific template, better if we can link an created document.??
1 vote -
Pipedrive: use multiple templates when creating a document from a CRM
Ability to bundle two or more templates when creating a document from a Pipedrive.
1 vote -
Recipient must enter a passcode in order to download their documents
The recipient must enter a passcode in order to download their documents
2 votes -
Quote builder: "You'll save" field with %
We'd like to see "You'll save" field with % of the discount
1 vote -
volume-based pricing: discounts will be applied to specific quantity
"My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."
2 votes -
Sync document value to hubspot deal
The ability to push document value from PandaDoc to Hubspot Deal Value without Hubspot recalculating.
1 vote -
SSO: SCIM 2.0
SSO SCIM 2.0
32 votes -
TOC: Ability to hide pages
Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.
3 votes -
Option to Prefill a Field but require the Signer to Confirm it's Correct
Option to prefill a field that the signer still has to confirm is correct and prompt them to do so. Required fields that are prefilled with information by the Sender are being skipped over as "answered".
1 vote -
System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)
System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)
3 votes -
link document to the Salesforce order
link document to the Salesforce order
2 votes -
Additional International ID Verification Options
Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.
2 votes -
Automation to bundle PDF/Docx files from Monday.com with a document in PandaDoc
Merge PDF/ Docx file on Monday.com with PandaDoc document automatically
1 vote -
New (SSA) Social Security Administration's Requirement
SSA requirement is that the Blocks must be components of the signature BLOCK the signing certificate meets their record keeping requirements but not the requirements they have placed on the signature block
2 votes -
See the note that was added when manually updating a document status within the document.
When manually updating a document status and adding a note to why it was closed, it would be nice to have the note somewhere on the document. Right now nothing shows up on the document when it is closed out and a pdf sent to both myself and the customer. Not having the reasoning why this was closed out and a signature not collected make me have to go back into PandaDoc to track this down. It would be nice to have it more visible right from the dashboard and/or directly on the document in lieu of the signature certificate…
1 vote -
Empty trash folder by bulk
Ability to empty trash folder by bulk
2 votes -
Add a new API to fetch the ip-address (and geo location tags) of all Document signatures
As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.
3 votes -
NetDocument integration
NetDocument integration
1 vote
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