5371 results found
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Webhook trigger for CRM object link
Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)
3 votes -
Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
4 votes -
Trainual
Ability to integrate with Trainual
1 vote -
Recipient group in bulk send
Option to use recipient groups when sending documents via bulk send
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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Catalogue vs Price books in SFDC
In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.
How would we go about doing something similar in PandaDoc?
1 vote -
1 vote
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Catalog Changes Audit Trail
I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.
3 votes -
Automatically change names of a selection of documents.
Automatically change names of a selection of documents.
1 vote -
An error message that shows if two correlating fields don't match
not to be abled to fill the field if the data does not match with other field
1 vote -
Increase the text field character more than 10,000
- will allow the user to exceed the 10000 limit
4 votes -
Conceal cents on document value variable
Customer would like to have the choice to conceal the cents in the document value variable.
1 vote -
Enable the ability to dictate which folder a document created from a template is added to
Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.
1 vote -
Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
9 votes -
Presentation mode while being able to edit from the background
Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.
4 votes -
Add payment app to sent/viewed documents
Add payment app to sent/viewed documents
6 votes -
Importing your Google contacts (postal address)
Ability to include postal address
6 votes -
Pro-rate line items
The ability to have a table function that serves to show a pro-rated amount within a pricing table.
5 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
11 votes -
Ability to track if someone accessed the PandaDoc account from a different location/IP address
An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.
3 votes -
Fillquick
Integrate with Fillquick
3 votes
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