5371 results found
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Ability to send a document back to the previous step for an update
We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.
For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…
1 vote -
Apply section-level % discount to all the recurring payments, not just the initial payment
Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment
2 votes -
Automations: add the PandaDoc URL to the HubSpot Deal Field
Automatically add the PandaDoc URL to the HubSpot Deal Field
2 votes -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Pricing table: disable the option for the recipient to select products if the field is assigned to them
Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.
4 votes -
Restrict Reporting Data Access
The option to restrict what users can access in Reporting (add permission management for Custom Roles).
Example is restricting a user to only see data related to his their own documents.
2 votes -
Update/Add/Delete Products via API
We maintain a products list in a CRM, and use the API to create projects in that CRM when PandaDoc documents are signed. This requires maintaining a sync between the PandaDoc and CRM products list, which currently has to be done manually through csv import. REST access to the PandaDoc products list would enable us to maintain that sync automatically.
1 voteHi,
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 link below:
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Update HubSpot Property With a Custom Value When Document Status Changes
A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.
12 votes -
HubSpot: option to pass line items info via variables into the document
We integrated with HubSpot and are moving to Line items. We would like variables available for line items. Not just the deal level. We need to key information in twice in the deal and on the line items, which is a double effort. If we move away from the deal information, we lose an important integration in our letters. It would be great if we could implement variables in line items.
1 vote -
Update Salesforce fields with PandaDoc variable value for selected templates
Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.
2 votes -
Completed date in reporting that corresponds with final signer
Hi!
Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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3 votes
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PandaDoc extension for Edge
PandaDoc extension for Edge
2 votes -
2 votes
Hi,
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 link below:
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Automation: Data fields will automatically be sorted out based on the fields in the document
Automate data field completion to avoid filling it manually each time—perhaps by pulling information from document fields or variables, or by selecting them once for a specific contract template and applying them automatically thereafter.
4 votes -
Import from CRM for SFDC CPQ
Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap
1 vote -
Show section name in the document details request
The ability to see the name of the sections of the pricing table when requesting document details via API.
2 votes -
API: option to pull hyperlink via variable and set a text to display
Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
{
"tokens": [
{
"name": "URL_Sample",
"value": "www.pandadoc.com/sales",
"text" : "PandaDoc Sales"
}
]
}2 votes -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
13 votes
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