7422 results found
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Webhooks: The ability to see who are the collaborators on a document or a webhook kick off when someone is added as one
"Is there is way to see who is collaborator on a document or a webhook kick off when someone is added as one? The update document trigger event does not seem to notice when a collaborator is added to a document. "
1 vote -
Support for 3-Object Token Merges and Custom Object Sync in HubSpot
We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).
We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.
Can you please request or enable:
The ability to pull tokens from three associated HubSpot objects, and
Support for syncing and using tokens from custom objects like our “Suites” object?
This would help us generate complete lease documents directly from HubSpot.
Thank you!
1 vote -
1 vote
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1 vote
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Remove the locked in lines on the forms and change font size
Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.
1 vote -
Reduce Whitespace in Quote Builder
Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.
1 vote -
Make KML files a supported file for attachements
We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.
1 vote -
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
1 vote -
Ability to sort folders/files in PandaDoc Room
When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
01Contract
02Onboarding Docs
03Kickoff Call Notes
04Deliverables
05_FAQ Resources1 vote -
Hot keys for bulleted and numbered lists
Hotkeys for adding bullets and numbered lists (e.g.Command + Shift + 7 or 8)
1 vote -
Ability to unzip files with overly long file names
Be able to to unzip downloaded files with overly long file names.
1 vote -
"Back" in browser exits Rules Builder inside Quote Builder back into menu. Stop this
When editing the details the rules inside of a quote, make "back" take you to the quote page, rather than exiting out of the template altogether
1 vote -
[Variables] more options for the Role variables/apply custom variables to the role
More options for the Role variables/apply custom variables to the role
1 vote -
Add conditional logic to Tokens
Since PandaDoc integrates very well with most CRM software's, it would be very helpful to have conditional logic features based on the information PandaDoc is accessing through an integration from a CRM. Currently, it is extremely cumbersome to have to create separate PandaDocs for various client scenarios that are being pulled from a CRM. With conditional logic built into the Tokens this would streamline the process to allow one document to vary based on information inputted from the CRM
1 vote -
Remove/Turn off send to SMS option.
By default, SMS is included along with sending the document via email. ("Email / Text (SMS)"). Request for the SMS option to be removed/turned off completely, for users that will never use this method.
1 vote -
copy all completed docs to sharepoint
Instead of just making templates available to download automatically to Sharepoint, please make it to where we can assign sharepoint folders to all documents. Example: if I have a folder titled Proposals in my Sales Workspace I should be able to assign an automation that any document added to that folder also uploads to Sharepoint. Also, there should be a way to assign a folder to all signed docs. Example: I send a document that isn't a template, after it is signed it automatically goes to a backup folder in Sharepoint.
1 vote -
Send more than one reminder within 24 hours
Panda has taken away the functionality to send more than one reminder within 24h. This is affecting our business. It happens a lot that the emails sent via the Pandadocs space, lands in a client's spam box. When we send a reminder, the reminder will go to the client's inbox. Sending more than 1 reminder within 24h therefore assists us in getting agreements signed and we have never had any complaints from our clients with the reminders. Panda customers should be able to set their own limits for reminders.
1 vote -
An option to see API requests on a monthly scale. I want a visualizer that can go up to past 7 days or past 14 days
An option to see API requests on a monthly scale. I want a visualizer that can go up to past 7 days or past 14 days
1 vote -
Automatically assign fields when signer is changed
Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.
1 vote -
insert PDFs at a specific location within a template—
To be able to insert PDFs at a specific location within a template.
1 vote
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