6884 results found

1. Update Salesforce fields with PandaDoc variable value for selected templates

   Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.

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2. Completed date in reporting that corresponds with final signer

   Hi!
   Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

   And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount percentage.

   Bottom line: The raw data should be there. As PandaDoc can calculate the median and the second signer completing the document is in the audit trail. It simply needs to be shown in the reporting if you ask me.

   Thanks!

   Hi!
   Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

   And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount… more

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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. 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!

3. Greenhouse: customize default message sent to Candidates along with the pandadoc document.
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4. Option to make product fields in catalog required

   Option to make product fields in catalog required

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   0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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5. PandaDoc extension for Edge

   PandaDoc extension for Edge

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6. Salesforce: pull variables of related objects to PandaDoc
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Salesforce look-up fields

7. Display name of the product on the checkout page instead of document name

   Display name of the product on the checkout page instead of document name

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8. Show section name in the document details request

   The ability to see the name of the sections of the pricing table when requesting document details via API.

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9. API: option to pull hyperlink via variable and set a text to display

   Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
   {
   "tokens": [
   {
   "name": "URL_Sample",
   "value": "www.pandadoc.com/sales",
   "text" : "PandaDoc Sales"
   }
   ]
   }

   •  

   2 votes

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10. Use same fields in different field conditions

    Use same fields in different field conditions

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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11. Gratuity in Pricing Table

    Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. Webhook event when a catalog item is created, modified or deleted.
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13. Isracard payment gateway

    Option to connect to Isracard's payment gateway

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14. Automation by pulling data from Google sheets to create document

    The customer would like to create automation where a document is created from a template using the information from the Google Sheets file that contains data from a completed Google Form (without Zapier)

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15. Green Invoice payment gateway

    Option to connect to Green Invoice payment gateway

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16. Create a document and pull a photo of a team member who created this document
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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. Individual Signature Certificates for Document Bundling

    Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

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18. Support Pinterest video embed in documents

    Support upload of videos for documents from Pinterest

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19. Support Instagram video embed in documents

    Support upload of videos for documents from Instagram

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20. Automation for closed lost when the document is expired in HubSpot

    Automation for closed lost when the document is expired in HubSpot

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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    HubSpot Automations