7631 results found
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Export All Catalog Items via the API
Currently, users are using the existing “List Catalog Items Search” endpoint to retrieve and export all catalog items via the API. However, this endpoint was originally designed as a search endpoint, intended to filter a relatively small subset of items based on a specific query. It was not built to reliably return the entire catalog, which can lead to limitations and unintended errors when used as a full listing mechanism.
2 votes -
Improve Template Click Workflow
Clicking on a template title should create a new document by default. Editing the template should live under the “More” dropdown. This would align with common UX expectations and reduce accidental template edits.
1 vote -
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field
2 votes -
Change the Pandadoc contract status to "declined" when the HubSpot deal stage is equal to "closed lost"
If a deal is lost, I would like the related contract in Pandadoc to be updated automatically from "Sent" or "Viewed" to "Declined" when the HubSpot Deal Stage is moved to "Closed Lost". This would help us organize our contracts - without this automation we have to manually set the status when we lose a deal, making it more time consuming. If these were automatically set to "Declined" we could also automatically send them into a "Lost" folder for analysis to learn what went wrong with these proposals. The automations offered need to go both ways, not just Pandadoc -->…
1 vote -
Map Standard Quickbooks fields
Map Standard Quickbooks fields:
Description
• Service Date
• Product Name
• Amount
• Note to Customer
• Internal Memo2 votes -
Installment: Allow custom percentage or percentage with decimal
Right now, when setting up installment schedule, you can only set whole number percentages. Allow custom percentage or percentage with decimal like %5.2
1 vote -
Custom Hyperlink colors in the Quote Builder
Allow folks to choose what colour hyperlinks are.
1 vote -
Allow uploaded .DOCX files to be editable using https://www.npmjs.com/package/pandadoc-editor
It's currently not possible to make uploaded .docx file editable using the PandaDoc Editor NPM Library: https://www.npmjs.com/package/pandadoc-editor
We would like it to work the same way as within the native PandaDoc application.
we should be able to make .docx files editable using this NPM Library2 votes -
move a quote builder on a cover page
Inserting/moving the quote builder block on the cover page of your document,
2 votes -
On the document viewer page add a link to force out a reminder email.
On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.1 vote -
Updating Catalog from Proposal
I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.
When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog.…
1 vote -
Reporting: Custom date ranges that go to a future end date
Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.
1 vote -
Auto-update "existing" templates and documents once content library item is updated
enable this option for existing templates and documents, not just new ones.
1 vote -
Enable image resizing flexibility on content and cover pages.
Request to add flexible image resizing functionality on standard content pages and cover pages
1 vote -
Include "Optional" field in the document signing wizard (The yellow "Next" button).
Right now, the "Next" button only takes the signer to the required fields. If there are any optional fields in between, they will skip it.
Provide a way to include "Optional" fields when the signer is pressing the "Next" button, so that they won't miss it.
1 vote -
Move Text Block with Arrows Keys
Can move text blocks using arrow keys
1 vote -
Populate the product description from Pipedrive from Products -> Variation -> Comment
Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.
2 votes -
Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder/ Pricing Table
I would like to know if billing start date will eventually be available in the quote builder.
3 votes -
Adding HubSpot line item properties to the Quote Builder
Could we have the feature to add custom line item properties as columns to the quote builder? We are able to do so using the pricing table.
1 vote -
Get a pop-up notification from the app when one of your clients signs a contract
Get a pop-up notification from the app when one of your clients signs a contract
2 votes
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