6930 results found
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Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
4 votes -
Increase the text field character more than 10,000
- will allow the user to exceed the 10000 limit
4 votes -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
4 votes -
Home: waiting for others tab for all documents within workspace
Option to have Waiting for others tab for all documents within workspace
4 votes -
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).
4 votes -
Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
4 votes -
Smart content value pass through Zapier
Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content
4 votes -
Stripe: enter coupon in the checkout
Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.
4 votes -
Map line items to a table block
Map line items to a table block via Zapier and/or native integrations.
4 votes -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes -
Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?4 votes -
MS word feature [excess text will go on next page]
MS word feature [excess text will go on next page]
4 votes -
Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
4 votes -
4 votes
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Automations: Attach PDF to Zendesk sell when PandaDoc document status changed
Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed
4 votes -
Option to revert the transfer of document ownership
- Will allow the user to be able to recall / revert the transfer of document ownership
4 votes -
Automation: Moving Sent or Completed Documents to a Selected Folder Across Workspaces
Moving sent or completed documents to a selected folder across workspaces
4 votes -
Home: change tabs order
Option to reorder tabs at Home
4 votes -
Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- Delete document that was originally created in Step 2
As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.
4 votes -
See the number of downloaded documents
We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.
4 votes
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