7365 results found
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Payment Gateways for EU servers
Option to have payment gateways for EU servers
5 votes -
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Automation: create a new customer in Chargebee once the document is completed
Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.
Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.
0 votes -
2 votes
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Add background image to a header
Add a header background image
2 votes -
Ability to set default initials.
Ability to set default initials.
3 votes -
Update Google Sheet when PandaDoc document status changed
When someone signs the document I send them, I would like to insert their details in a Google Sheet document.
1 vote -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
add GST currency ( Green Satoshi Token) to the document value
add GST currency ( Green Satoshi Token) to the document value
2 votes -
Localization in Vietnamese
Vietnamese Localization
1 vote -
Option to sign the document only after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
Option to delete pages for conditional content on a document level
Option to delete pages for conditional (smart) content on a document level
7 votes -
Show Deal number (unique ID) when linking a document to pipedrive
When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…
2 votes -
Additional field formatting for the phone numbers
Currently only 2 phone options: US or International
Some applications that we integrate template feedback with require that we have no preliminary "+" symbol for telephone and fax fields. This would appear to be a simple and quick update.1 voteHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Automatically send access into a pandadoc room once a form is signed
Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed
We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform
2 votes -
"Select all" Checkbox field
The "Select all" checkbox should automatically check all other options
1 vote -
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
Ability to pull specific content builder blocks from PandaDoc to SalesForce. Use case:
Statements of Work are created with a series of tasks built from content blocks in the content library. Each content block can contain a "task." Ideally, this list of tasks or content blocks should be sent to SalesForce to populate another system for project management.1 vote -
Ability to apply multiple themes in one document.
Ability to apply multiple themes in one document. For example, a different theme for one page in the template:
In one of our templates we have some pages with a white background and some with a black. I think we were hoping to be able to apply a theme to one page, so we can have the design uniform - all the text on the black background would need to be a different color than the text on the white background.2 votes -
Flyers/Forms/Images in Body of Email
Allow the body of the email to be formatted for information only flyers. For things that don't need to be signed and returned, it would be easier to send those in the body of the email instead of requiring the recipient to click a link and be redirected.
1 vote -
Manually change the document status from completed to approved
Manually change the document status from completed to approved
2 votes
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