2995 results found
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Adelante Payment Gateway
Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.
1 vote -
Access to the Learning center with the EU account
Option to log in to the Learning Center if you have a PandaDoc EU instance (pandadoc.eu) account.
1 vote -
Support for 3-Object Token Merges and Custom Object Sync in HubSpot
We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).
We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.
Can you please request or enable:
The ability to pull tokens from three associated HubSpot objects, and
Support for syncing and using tokens from custom objects like our “Suites” object?
This would help us generate complete lease documents directly from HubSpot.
Thank you!
1 vote -
1 vote
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Reduce Whitespace in Quote Builder
Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.
1 vote -
Make KML files a supported file for attachements
We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.
1 vote -
copy all completed docs to sharepoint
Instead of just making templates available to download automatically to Sharepoint, please make it to where we can assign sharepoint folders to all documents. Example: if I have a folder titled Proposals in my Sales Workspace I should be able to assign an automation that any document added to that folder also uploads to Sharepoint. Also, there should be a way to assign a folder to all signed docs. Example: I send a document that isn't a template, after it is signed it automatically goes to a backup folder in Sharepoint.
1 vote -
insert PDFs at a specific location within a template
To be able to insert PDFs at a specific location within a template.
1 vote -
webhooks to detect duplicated documents
I was wondering if the webhooks can detected dupilcated documents, I am trying to track when a duplicated documents and make a workflow and when I complete a duplicated document it doesn't seem to pick it up when I test the webhook.
1 vote -
Automations: update the HubSpot deal value based of the subtotal with the discount
To update the HubSpot amount value based of the subtotal with the discount.
1 vote -
"Agree" field
Option to have "Agree" field that would count as a signature (in case there is no signature field in the document)
1 vote -
Video Conference Integration with AI
The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.
1 vote -
Microsoft Dynamics 365 data-import integration: make Custom Entities viewable in template
Make Custom Entities viewable in the template when using Microsoft Dynamics 365 data-import integration
1 vote -
Attached the second document to Pipedrive or CRM when the first document is completed.
Currently, when using the automation "Sending another document when PandaDoc document status changes", only the first document is attached to Pipedrive or in the CRM. But the second document should also be attached.
1 vote -
Pricing table: Create a Net Price Total column
I have 500 items, and each has a net price and a gross price. This is self-evident, and even if I have 5, 10, or 200 items in my offer/invoice, my customer sees the price column (net price) but not the total, which is important information for my customer in B2B business; we are only talking about net prices. However, the subtotal is always the gross amount; in my opinion, it is not possible otherwise in your offer/invoice. However, I additionally need the net total.
1 voteHi. 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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[Quote Builder] Ability to add an additional note for each section
The ability to add section notes and also subtext under a Section title would be great. These notes help outline specifics for each section and adds additional clarity to customers.
1 vote -
Customize Forms initial prompts text
We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.
1 vote -
Photo collage
I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.
1 vote -
When selecting a product from a Product Box - group all products together to improve the view
When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote
1 vote -
Auto and Manual sort of products on Forms and Quotes
Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.
It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.
1 vote
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