6610 results found
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Send bulk communication/email messages to workspace(s) users
We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.
1 vote -
[Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information
If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).
1 vote -
1 vote
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Update recipient view language in one action for all of the documents.
Previous and new.
1 vote -
Smart content: display product based on variable value (conditional)
Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)
1 vote -
Ability to use Stripe recurring payment feature on all PandaDoc plans
Ability to use Stripe recurring feature to all plans
1 vote -
1 vote
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iFrame error details
iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"
1 vote -
1 vote
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change the color of the download button
change the color of the download button for the documents created via API
1 vote -
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
1 vote -
Revinate
We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.
1 vote -
PayJunction
integration with payjunction payment gateway
1 vote -
[API] Ability to populate the content with both Variables or Fields
As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.
When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.
1 vote -
1 vote
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Reset Conditional Fields when document is edited
Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.
1 vote -
1 vote
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Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
1 vote
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Send the document in HubSpot via SMS
Send the document in HubSpot via SMS
1 vote
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