7112 results found
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Customize Knowledge Based Authentication
Knowledge Based Authentication : Setup a customized questions for clients to answer
1 vote -
API: Toggle at the template level to enable / restrict permission to download a document (pdf or doc.x)
We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"
1 vote -
Send signed document to collaborators
I understand that the Signer and CCed recipients receive a copy of a signed document. We need an option to adjust our default settings so Collaborators also receive a copy of the signed document.
1 vote -
Pricing Tables: option for the recipient to select payment terms
We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.
For the time being, we have added this set of radio buttons and an invitation to get in touch.
1 vote -
Ability to send a document back to the previous step for an update
We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.
For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…
1 vote -
Update/Add/Delete Products via API
We maintain a products list in a CRM, and use the API to create projects in that CRM when PandaDoc documents are signed. This requires maintaining a sync between the PandaDoc and CRM products list, which currently has to be done manually through csv import. REST access to the PandaDoc products list would enable us to maintain that sync automatically.
1 voteHi,
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:
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HubSpot: option to pass line items info via variables into the document
We integrated with HubSpot and are moving to Line items. We would like variables available for line items. Not just the deal level. We need to key information in twice in the deal and on the line items, which is a double effort. If we move away from the deal information, we lose an important integration in our letters. It would be great if we could implement variables in line items.
1 vote -
Import from CRM for SFDC CPQ
Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap
1 vote -
Ability to download a csv on all active Forms responses
Option to download responses from multiple forms at the same time
1 vote -
Post Bulk send - Email a csv extract to the account email id with Recipient links and all the data variables.
Lot of firms use Mail merge, GMASS and other automations which require Links and variables.
It will great if PandaDoc team can generate a CSV output of Recipient Links after sending a Bulk send . One can receive csv extract to the account email id with Recipient links and all the data variables if any.
The values and link can be further utilised in other automation
1 vote -
HTML to IMG - API
'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc
1 vote -
Customize payment pop-uo
Using payments, I'm wanting to change the message that pops up when someone opens the proposal.
1 vote -
Page layout UX improvements
Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.
1 vote -
Thumbnail/preview on recipient analytics on mobile app
add a thumbnail preview underneath the percentage of time spent to know what slide that is.
1 vote -
Profit&Margin permissions: limit access for certain users
Ability to hide the purchase and margin option for certain users.
1 vote -
quick reminder button right from document list viewing by status
When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc
1 vote -
Pricing table: added row with product image via API
This feature is really important!
1 vote -
set optional item in PipseDrive
Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically
1 vote -
Pipedrive upload PDF of documents other than Completed in History
Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status
1 vote -
Send via SMS on mobile app
Option to send via SMS on Mobile app
1 vote
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