7497 results found
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Salesforce: integrate with Asset object
Add Assets to the objects supported by the SFDC integration.
2 votes -
API: Add pages to a document
Currently, we can bundle documents via API but not add documents as pages.
3 votes -
Custom date with business days after signing date
With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.
4 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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create a link for collecting files from clients
create a link for collecting files from clients
2 votes -
Prevent/ block recipients from screenshotting documents
Prevent/ block recipients from screenshotting documents
1 vote -
Send completed document PDF only to a sender
Sender receives the completed PDF but the other recipients do not
2 votes -
Mobile app: match the web version functionality
Ideally would like the mobil app to match the functionalities that are available on the browser in terms of creating & editing documents that would be sent for signature
2 votes -
The ability to download documents with blank pages
Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.
1 vote -
Smart content: duplicate document and keep changes made to the added content
Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.
2 votes -
ConvertCalculator integration
ConvertCalculator integration
2 votes -
Embed payment link
embed payment link
2 votes -
Ability to check what monday.com variables are used
The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.
3 votes -
Different title for the document PDF
We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary
2 votes -
Discount applied after tax
The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.
3 votes -
Add a signature field to the attachment added to the document via Zapier
add a signature field to the attachment added to the document via Zapier
2 votes -
TakePayments - payment integration
TakePayments - payment integration
3 votes -
Option to setup different pricing for recurring charges
Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)
6 votes -
Setup a due date for recurring payments
Option to setup a due date for recurring payments
5 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
3 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes
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