3784 results found
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Product Bundles: Automate Bundled Item Quantities Based on Parent Product
When a parent product quantity changes, the quantities of associated bundled items would automatically update.
2 votes -
Push content from document into Freshsales
Push content from the document into Freshsales
2 votes -
Post available options for smart content
For Feature Enhancements: The Smart Content block is specifically meant to “My Content”. It would be best to remove the rest of selections as it confuses users and gives the impression that other options can be used such as:
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pages2 votes -
Recipient verification via SSO
the customer needs to verify recipients via SSO when the document recipients are their Pandadoc users. Currently the document could be forward by email or link shared directly with the other recipient and they can open and sign the document on behalf of the other users. Having SSO authorisation on that step would prevent such actions from happening.
2 votes -
2 votes
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Push recurring totals from Quote Builder to HubSpot Deal properties after document completion
Automation: Push recurring totals from Quote Builder to HubSpot Deal properties after document completion
2 votes -
Authorize.net - pass field values to checkout
We would like to be able to pass certain fields from PandaDoc documents into Authorize.net checkout form.
For example we would like to pass "Country" data automatically into checkout.2 votes -
Ability to import products not associated with the Salesforce Opportunity
Currently, the products must be associated with the Salesforce opportunity in order to pull them to the document. It would be nice to be able to pull products that are not associated with the Salesforce Opportunity
2 votes -
Export the Audit Trail for Multiple Documents in Bulk
Export the audit trail for multiple documents over a specific period in bulk.
2 votes -
Revert Document Generation Link Like the Old Editor
Revert Document Generation Link Like the Old Editor with lesser steps. The new editor let you generate link only on the page 4 of workflow.
2 votes -
2 votes
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Export All Catalog Items via the API
Currently, users are using the existing “List Catalog Items Search” endpoint to retrieve and export all catalog items via the API. However, this endpoint was originally designed as a search endpoint, intended to filter a relatively small subset of items based on a specific query. It was not built to reliably return the entire catalog, which can lead to limitations and unintended errors when used as a full listing mechanism.
2 votes -
Change the Pandadoc contract status to "declined" when the HubSpot deal stage is equal to "closed lost"
If a deal is lost, I would like the related contract in Pandadoc to be updated automatically from "Sent" or "Viewed" to "Declined" when the HubSpot Deal Stage is moved to "Closed Lost". This would help us organize our contracts - without this automation we have to manually set the status when we lose a deal, making it more time consuming. If these were automatically set to "Declined" we could also automatically send them into a "Lost" folder for analysis to learn what went wrong with these proposals. The automations offered need to go both ways, not just Pandadoc -->…
2 votes -
Map Standard Quickbooks fields
Map Standard Quickbooks fields:
Description
• Service Date
• Product Name
• Amount
• Note to Customer
• Internal Memo2 votes -
Installment: Allow custom percentage or percentage with decimal
Right now, when setting up installment schedule, you can only set whole number percentages. Allow custom percentage or percentage with decimal like %5.2
2 votes -
Custom Hyperlink colors in the Quote Builder
Allow folks to choose what colour hyperlinks are.
2 votes -
Allow uploaded .DOCX files to be editable using https://www.npmjs.com/package/pandadoc-editor
It's currently not possible to make uploaded .docx file editable using the PandaDoc Editor NPM Library: https://www.npmjs.com/package/pandadoc-editor
We would like it to work the same way as within the native PandaDoc application.
we should be able to make .docx files editable using this NPM Library2 votes -
Reporting: Custom date ranges that go to a future end date
Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.
2 votes -
Get a pop-up notification from the app when one of your clients signs a contract
Get a pop-up notification from the app when one of your clients signs a contract
2 votes -
Allow sorting of folders and documents within folders A-Z
Be able to sort folders and documents within folders A-Z. Like Windows Explorer. When you get a long list of customer project, it becomes cumbersome and inefficient to find what you need. Should be able to click in the column header to sort, Best would be to have both the folder/document title, date created. So people can readily find either by name or by newest or oldest. Very surprised PandaDoc does not have this, it's such standard software functionality. Feels like some program barely out of it's first beta, to be honest.
2 votes
