7240 results found
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Viva Wallet integration
Ability to integrate with Viva Wallet
3 votes -
View document/template audit log for the approval workflow
Hi Team ,
Kindly add audit history to every document & every template .
So visibility will increase who updated approval workflow & who updated approver name in the template & document .it will useful to trace logs of any document & template .
3 votes -
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
Catalog - option to not have a price for an item
Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.
3 votes -
Add rows to the pricing table in bulk
I am working on a large pricing table, and I would need to add a couple of hundred rows at once
3 votes -
API: Add pages to a document
Currently, we can bundle documents via API but not add documents as pages.
3 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 -
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 -
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 an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)3 votes -
Use pricing table information from first document as variables on the second document when Sending another document Automation
Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation
3 votes -
3 votes
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When signature forwarding, it will automatically update other fields or variables
When signature forwarding, it will automatically update other fields or variables when it is sent to another signer
3 votes -
Option to add crop marks
Option to add crop marks
3 votes -
Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
3 votes -
Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.
Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.
3 votes -
Ability to remove "Action required" items
Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.
3 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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Reporting based on contacts
Report that shows who in PandaDoc contacts had already received quotes
3 votes -
Display profit margin in the pricing table
Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.
3 votes -
If a recipient chooses one specific field, remove the ability for them to sign other associated fields
If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.
3 votes
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