7365 results found
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Follow up flow for a document
Currently Pandadoc quotes are clunky - relies on remembering all your quotations. Follow up is key to understand the client has not had issues with receiving the quotation etc...
If Pandadoc is really serious about improving this space a followup sequence needs to be implemented i.e. suggest 3 follows 1st is courtesy, 2nd is there anything we can do to move the sale along, 3rd is we're here for you but if you are not currently able to follow through please get in touch with us when you are ready. We need to be able to set dates for the…
1 vote -
Allow mapping to different HubSpot fields in pricing table
Allow mapping to different HubSpot fields in pricing table:
This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
We have a double work load with every sale due to this restriction.1 vote -
More user attributes in SSO
More user attributes in SSO
PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number
2 votes -
Quote builder totals variable
When you create a quote in Quote builder - you have sections you can create.
Imagine where you have
Section A - with a total of $100
Section B - with a total of $200
Section C - with a total of $300once you build your quote and then go into the doc
it would be great to access those values via variables
for example
[Section A.Total]Right now I can only get
[Quote 1.Total]This would help build out pricing tables and summaries in the document that reference the quote.
2 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
signer ip address in webhooks
ability to retrieve signers IP address from a webhook
1 vote -
Identity verification before the session starts and Notary joins.
Option to have identity verification before the Notary session
3 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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HubSpot: set variables format in PandaDoc without the change in HubSpot
The ability to set up a code in PandaDoc, wherein you can change the format of tokens in PandaDoc without changing the format of tokens in HubSpot.
Example:
The value token in HubSpot is lower case but you set that the value is pulled in all caps to PandaDoc2 votes -
Automation for Salesforce for creating document
Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity
4 votes -
Make the description of bundled items visible in the quote
Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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[Quote Builder] Ability to view hidden columns after the document is sent
Have the ability to view hidden columns of the Quote Builder after the document is sent.
2 votes -
Scale-based pricing: fixed quantity
for the option to have volume-based pricing model
it would be great to have scale based pricing modelthis can help keep a fixed number
50
100
150
500this would help our team not stray away from packages that we have.
right now we would have to create a package per QTY
0 votes -
Signing order groups in Forms
Option to create signing order groups in Forms
2 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
7 votes -
2 votes
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Guest to Standard license
A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest
1 vote -
Gainsight integration
native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.
2 votes -
Support Klarna as a Payment Method via Stripe
Ability to use Klarna as a payment method via Stripe-connected accounts.
4 votes -
Report on Shared Templates
Ability to run a report that shows which templates/folders have been shared and to which workspaces.
1 vote -
Add an endpoint to enable retrying webhooks via API
Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.
Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.
Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.
8 votes
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