7112 results found
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Lock Smart Content fields positioning in a document
If you add smart (conditional) content blocks to a one-page document, and the fields in the content library items are all positioned at the top of their respective page, those fields will be added in the same positions in the document. This could cause them to overlap with each other.
1 vote -
Markup Input and Adjustment
I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.
1 vote -
Add Move button to a completed document
Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.
1 vote -
Automation: Send completed document to other recipients
I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.
For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)
1 vote -
Disable editing characters on signature field for Signers
Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.
1 vote -
Tag documents appearing in HubSpot
To have a tagging for documents appearing in HubSpot, have multiple types of documents (proposals, contracts, agreements, etc.) be able to quickly differentiate between them in HubSpot without relying on each individual user to properly name the documents they generate
1 vote -
Ability to suggest edits using Microsoft Word with bundled documents
Right now, you can use both PandaDoc & Microsoft Word with 'Suggest edits' if there is just one uploaded document. If you add another, you can only use PandaDoc and not Microsoft Word. If you try to add another, you will get a pop-up.
1 vote -
Restrict members of the Room from downloading documents
The ability to restrict members who will come into the Room from downloading the documents attached instead of going to the document itself and restricting from there.
1 vote -
Preview generated documents under PandaDoc API
Be able to preview generated documents under PandaDoc API before being charged
1 vote -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote -
Reporting based on integrations
Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc
1 vote -
Ability to use Pipedrive automations with Quote Builder block
This is specifically about the Pipedrive automation 'Update Pipedrive deal product items whenever a document’s status is updated'. Right now, this can only be used with a Pricing Table.
1 vote -
Conditional approvals: notification if case the document was automatically approved
Option to set up notifications for a user so they receive an email/notification every time the document is auto-approved based on conditional approvals
1 vote -
Prepend name of uploaded documents to match the PandaDoc document when uploading to SharePoint
Currently the SharePoint upload includes the option for including the "uploaded documents". I would like to have an option to prepend the included filename to match the PandaDoc master document so that uploaded files are easily matched to the main document.
If the Pandadoc template and document is Test123.pdf and the user uploads two documents with it then the three documents loaded into SharePoint would Test123.pdf, Test123Doc1.pdf and Test123Doc2.pdf.
1 vote -
Redirect button/field to a webpage
Ability to add a button/field to the document that goes to a web page
1 vote -
Add payment status to the document.
Add payment status to the document itself.
1 vote -
Webhook History: Add Document UUID Column
When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.
Please not only show the Document ID but also provide a means to filter based on it.
Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.
As an exercise to prove my…
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1 vote
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Ability to see who viewed the document on JSON response when it is created through API
Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.
1 vote
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