6428 results found
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Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)
Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)
As an account owner with a volume based plan, it's important to identify year over year trends all around. Workspace trends, user trends, template performance trends, and identify high vs. low season. The QBRs are helpful but not sufficient to narrow down data and identify frequency of usage year over year. There's 1 graph but that's not enough.2 votes -
Notifications for account users
We'd like to send notification to the team once the template or a catalog item are updated
2 votes -
tagging a group in the chat or messaging in the document
When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.
2 votes -
option to download signed copies under audit trail
if a document was signed by the client outside PD and manually uploaded, it does not download that copy. Is there a setting in the download screen that we can trigger to include the signed copies under audit trail?
2 votes -
Sync Zoho Catalog with PandaDoc Catalog
Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)
2 votes -
Require the form signer to fill in all prompt options to be able to review the document
Require the form signer to fill in all prompt options to be able to review the document
2 votes -
Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to 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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Merge multiple tokens into one field
In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?
2 votes -
Field Tab Logic Fix
Ability to have a field tab logic works properly and not jump into random fields.
2 votes -
Save videos of terminated notary sessions
An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.
2 votes -
Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc
Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc
2 votes -
PandaDoc module in custom object in Pipedrive
Add PandaDoc module to Pipderive (i.e Projects)
2 votes -
2 votes
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2 votes
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Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
Create a document from a CSV
Ability to create document from csv just link in Bulk Sending but not actually sending them out
2 votes -
Ability to use forms in Rooms
Ability to use forms in Rooms
2 votes -
BambooHR integration improvement
- It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
- The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
2 votes -
2 votes
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Dropdown filled in from salesforce
Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.
2 votes
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