7425 results found
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Autofill the signature field with previously used signature by the signer
the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.
5 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
5 votes -
Different company names for whitelabeling accounts/multiple workspace
Ability to have different/separate company names for multiple whitelabeling accounts.
5 votes -
Option to Disable Payment Reminders for Individual Documents
Option to Disable Payment Reminders for Individual Documents.
5 votes -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
5 votes -
SSO Groups
User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc
5 votes -
Continued numbered list with letters
The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.
5 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
5 votes -
Reporting: Include Unique Recipient Links
Get a CSV file with a list of unique document links for all documents
5 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
5 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
5 votes -
SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
5 votes -
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
5 votes -
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
5 votes -
[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
5 votes -
Rooms: Customize Room Link (URL)
Option to customize / white-label Room URLs.
5 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
5 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
5 votes -
Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable
Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.
5 votes -
Rooms: General Room chat feature for all room members
Rooms: General Room chat feature for room members
Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.5 votes
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