7686 results found
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Fix defect: navigation bricking when Folders are top level
When a Folder is at the top level, both navigation and Document move/copy functionality are completely bricked. Major program defect. Documented in support Ticket #76173928: "Issue with Folder and Room Structure Affecting Document Copy and Move".
Solution options:
1. Prevent use of Folders at top level, require it must be Rooms.
2. Make program navigation and document move/copy navigation work if Folders are at the top level.1 vote -
Preserve signing order when bundling templates
At this point, when you creating a document via bundling a few templates (that have signing order enabled), signing order is getting erased. The client would like to preserve it.
2 votes -
API Endpoint to Retrieve Workspaces for a Specific User
Request for a new API endpoint that returns all workspaces associated with a specific user within an organization.
Example desired functionality:
GET /users/{user_id}/workspaces
or
GET /user-workspaces?user_id={id}
This would allow integrators to dynamically determine which workspaces a user belongs to without retrieving the full user list across the organization.
Customer Context
Customer operates a franchise model with:
40+ workspaces
500+ users
Shared identity across the organization
Heavy API-based embedded document workflows
Users may belong to multiple workspaces simultaneously.
The customer initiates document creation from their CRM and needs to determine which workspace the user should interact with before creating the document.
…
1 vote -
Hide Total Contract Value in Template Level (Quote Builder - Data Merged - HubSpot)
Option to automatically hide the Total Contract Value in the quote builder totals section at the template level to avoid manual hiding in each generated document when pulling data through data merged in HubSpot.
1 vote -
Canva Design on Documents/Templates
Requesting to have this feature back. Make it easy for users for content design.
1 vote -
Recalculate after a tax with currency/money value instead of percentage the calculation if I change the price of any quote
Hi. I have a question regarding the quote block (not price table). If I insert a tax with currency/money value instead of percentage the calculation seems to be broken if I change the price of any quote item. There is no recalculation after changing a price. Instead, a correction of the percentage takes place. That's really bad UX and a major source of errors. Is there a trick to getting around it?
1 vote -
expiry date to be editable after expiry
What I run into most of the time is, when an expiry date is set, the customer will cut it close to the wire to that date and then sign it. However, the contract then gets expired right after as we are the counter signer post expiry date.
It would be useful to be able to overide the expiry date rather than to edit the contract, and resend for signature to everyone.
1 vote -
Payment Reminder Visibility (Sender)
Have an option to know whether clients viewed the payment reminders or not.
2 votes -
Option to export contacts with links to PDF/Documents
Option to export contacts with links to PDF/Documents
1 vote -
Support for Encrypted Fields in Salesforce Integration
- Allow encrypted fields to be available in Configure Tokens for mapping in PandaDoc.
- Support both reading data from and writing data to encrypted fields through the integration.
2 votes -
2 votes
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requests ability to set starting invoice number in Quickbooks
Hey there, we have a problem where your QuickBooks integration is creating invoices with invoice numbers that are overlapping other invoices. We were wondering if your integration allows us to say what number invoice it starts at. If we can't, this is an integration that really does not work for us, and we may have to find a different tool to do the job.
2d
1 vote -
SSO and SCIM using 2 different providers
We want to use SSO with Google and use our HR system to provision users using SCIM via Rippling (and leave SSO with Google).
I'm sure that multiple clients would use one platform (like Google or Microsoft) and a different platform like (Rippling or Okta) for SCIM.
2 votes -
Have the "Shared with me" tabs as an initial tab for Guest users.
Right now, the "Shared with me" tab is hidden inside More grouping. Suggest that the said tab is more visible from the get-go for Guest users.
1 vote -
Alow users to extend expiration but limit how far out it can be set.
Would like to set a maximum allowed expiration period giving reps ability to change the expiration but only extend it up to a certain point.
2 votes -
Prevent documents from automatically linking to opportunities when they are created from Salesforce.
Currently, when documents are created in a Salesforce opportunity, they are automatically linked to the opportunity and shown within the opportunity. We would like to remove this.
2 votes -
having an option to place circles around words would be very helpful as some forms requires things to be circled and not checked
having an option to place circles around words would be very helpful as some forms requires things to be circled and not checked
1 vote -
Inline fields inside the table block
Feedback from our client rylee.may@kirkwood.edu,
Inline fields to be utilized inside a table block2 votes -
Product Bundles: Automate Bundled Item Quantities Based on Parent Product
When a parent product quantity changes, the quantities of associated bundled items would automatically update.
2 votes -
Built-in ADA Compliance Verification
Add tools within PandaDoc that allow users to verify the ADA (Americans with Disabilities Act) compliance of their documents.
2 votes
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