6879 results found
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[SF]Refresh Data (prev. Import from CRM) to work on Quotes object
As per client - "We have our pandadoc linked to the quote object in salesforce and it has been working fine"
When Import from CRM was still available, client can can use this button when linking/creating documents from Quote. After modifying this feature (now Refresh data), it doesn't work anymore. Client wants this feature to be available in Quotes object not just in Opportunity1 vote -
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
2 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.
1 vote -
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.
4 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.
1 vote -
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 -
Conditionally require fields based on custom variables
Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.
Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.
I tried setting…
1 vote -
Ability to automatically select the value from the dropdown field based on a conditional rule
Ability to automatically select the value from the dropdown field based on a conditional rule.
2 votes -
Failed recipient verification notice
Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.
1 vote -
Share specific files via link in Rooms
Ability to share specific files using link
1 vote -
View the ‘cost’ column on a pricing table after the document is sent out.
The ability to view the ‘cost’ column on a pricing table after the document is sent out. Currently, it does not seem possible without placing the document back into edit mode.
1 vote -
Upload dropdown field items
The ability to upload dropdown items rather than manually entering the item value.
1 vote
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