7099 results found
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Individual documents in Bundle Automatically pushed into proper PDoc Folders
Customer needs a way to take a completed bundle and set up an automation to be able to break the bundle back into individual documents that could then be pushed into separate PDoc folders. The action would allow user to designate where each individual doc needs to go (specific PDoc folder)
1 vote -
Rotate content back and forth with arrows
Option to rotate content (pages of the document) back and forth with arrows
2 votes -
Favicon in PandaDoc
Ability to setup Favicon
1 vote -
Navigation button in a middle of the page
Option to have a button navigation in a middle of the page
2 votes -
2-way sync with SFDC - Approved in SFDC automatically approves document
Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.
1 vote -
Option to download a template so that the PDF version appears the same way as it does in the editor
Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.
2 votes -
Ability to set up several rules for conditional fields
Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box
1 vote -
Active Campaign: pre-fill a document with information via Zapier
I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.
You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.
Do you think this is something that will come in future?
Is there an existing Product Update request I can upvote?Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…
2 votes -
Option not to save the recipients' emails automatically to the Contacts
We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.
2 votes -
Tagging a group in the chat or messaging in the document
When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.
2 votes -
Bulk download: include the document that was uploaded when the status was manually changed
Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.
2 votes -
Sync Zoho Catalog with PandaDoc Catalog
Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)
2 votes -
Payment scheduling on QB
The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.
1 vote -
Maintain variable placement when the source file is replaced in the document
The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature
1 vote -
Allow Product Bundles to be set with recurring pricing
We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
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Expiring soon list of documents need to be more than two weeks
The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.
3 votes -
Require the form signer to fill in all prompt options to be able to review the document
Require the form signer to fill in all prompt options to be able to review the document
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
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1 vote
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario:
- You can use Quotes and write approval rules to use quote variables.
- Please see this link for more info: Conditional Approvals in Quote Builder
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Salesforce: merge multiple tokens into one field
In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?
2 votes
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