7112 results found
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Restrict users from adding specific catalog products to pricing tables/quote builder.
Restrict users from adding specific catalog products to pricing tables/quote builder.
1 vote -
Support GIFs on PDF Export
Currently, PandaDoc does not support GIFs on document export. The download will fail when trying to download a document/template containing a GIF. The only way to export a document containing a GIF is to remove the GIF and replace it with a static image.
1 vote -
fiona.maher@inlogik.com
Bulk upload of rules to pricing tables.
We have two pricing tables - one for once off costs, and one for ongoing costs. We map all our SKU codes from HubSpot products to the pricing tables. Often SKU codes are created in batches of 20, but we have to manually add each code individually as a single rule. Can we please have the ability to 'upload' rules to a pricing table to save so much work every time we release a new 'group' of products.1 vote -
Ability to download a certificate of signatures at any point during the document cycle not just at expiry
Some documents do not need 100% signatures to be complete (Investor Majority Consent and Shareholder Resolutions) - signing groups do not work as they have a specific location to sign. The ability to be able to download the certificate at any point during the document lifecycle is critical to be able to prove signatures.
1 vote -
Disable the document is waiting for payment notification
Ability to disable the "document is waiting for payment notification" that is sent immediately after documents' completion if payment app is enabled.
1 vote -
1 vote
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1 vote
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Option to upload Docusign to Pandadoc
upload Docusign to Pandadoc
1 vote -
1 vote
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Pass Decimal Pricing from PandaDoc to Quickbooks Online
The ability to pass decimal pricing from PandaDoc pricing table to Quickbooks Online.
1 vote -
Enhance Embedded Signing session_view.document.loaded Event with Recipient Status Information
As a developer, I require the sessionview.document.loaded event in Embedded Signing to include detailed recipient status information. Specifically, I need to know if a recipient has completed their assigned fields (isdone - is used in API) immediately upon document load.
This enhancement would allow for real-time updates and more dynamic user interfaces within my embedded signing workflow.
Currently, the session_view.document.loaded event does not include any document loading information.
By adding recipient status details, I can:Provide immediate feedback to users about their progress.
Dynamically adjust the user interface based on recipient completion status.
Improve the overall user experience…1 vote -
Microsoft Dynamics: Document Status History Reflected in Notes with Links
Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.
Key benefits:
- Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
- Allows users to monitor document progress without leaving Dynamics
- Provides easy access to documents at any stage with a single click
- Maintains a comprehensive record of document lifecycle activities in your CRMWhile this request focuses on MS Dynamics, similar functionality would be valuable…
1 vote -
Option to change payment reminder wording
The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.
1 vote -
Quote formatting options: adjust layout
It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.
1 vote -
Card details field with Whop
Use the card details field for another payment processor like Whop.
1 vote -
User Automations in Rooms
Currently we have Automations in place for our Documents. However, when we use Rooms and send Documents via Rooms, the automations are bypassed, and we have to perform manual tasks.
And example of this is uploading completed documents to our CRM upon completion. Which works great when we create a single document from a template. However, when we add documents to a room, The Automation doesn't activate, and we have to then manually complete the process if using Rooms.
1 vote -
Ability to access the Stripe data merge settings without enabling payments
To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.
1 vote -
Shipping Fees in Pricing Tables OR Product Fees that follow Quantities
The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.
1 vote -
Filterable criteria to simplify API response consumption
Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.
1 vote -
Updating member role via API call
Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.
1 vote
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