7259 results found
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HubSpot CPQ Conditional approval based the variable:
HubSpot CPQ Conditional approval based the variable:
want to offer a trial and we write that language into, the contract or whatever. And we have a variable for trial length if it's 30 days or less, no approval, if it's more than 30 days needs approval. We want that to be free for the rep to set as they're generating the quote. That way they don't have to know for example, that they need to click the needs approval workflow, because, that's our blanket solution right now, which is, in this workflow, it just needs approval because, you are asking…2 votes -
HubSpot CPQ workflow branching logic
HubSpot CPQ workflow branching logic
cases where want to have two different workflows that are basically the same except one is more restrictive than the other depending on maybe what one of the choices is....if this choice use this workflow or like use this branch. If another choice used this branch, there seems to a like a kind of a node set up in terms of how you connect these things in sequence."2 votes -
HubSpot CPQ edit workflow (version / versioning)
Allow for Versioning to edit HubSpot CPQ workflow
Currently has to copy, rename, update, and republish as the same name as the previous titled workflow for HubSpot to recognize2 votes -
Recipient must enter a passcode in order to download their documents
The recipient must enter a passcode in order to download their documents
2 votes -
volume-based pricing: discounts will be applied to specific quantity
"My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."
2 votes -
System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)
System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)
2 votes -
link document to the Salesforce order
link document to the Salesforce order
2 votes -
Additional International ID Verification Options
Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.
2 votes -
New (SSA) Social Security Administration's Requirement
SSA requirement is that the Blocks must be components of the signature BLOCK the signing certificate meets their record keeping requirements but not the requirements they have placed on the signature block
2 votes -
Empty trash folder by bulk
Ability to empty trash folder by bulk
2 votes -
Radio Buttons - Linked/duplicate fields
Need the ability to duplicate a set of radio elsewhere in the same document/template. There are state and federal forms that this functionality is needed (for example, State of Florida Do-Not-Resuscitate Form). Competitors already have this functionality.
2 votes -
Have an "Admin" style e-mail option
Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.
2 votes -
Change sensitivity for form field snapping and nudging
Moving/nudging form fields is too kludgy. This results in radio buttons and check boxes not aligning correctly with the underlying document. The end result is a document that lacks professional appearance and shows our customers that we lack attention to detail.
2 votes -
autofill the recipient's location in the fields
autofill the recipient's location in the fields
2 votes -
Remove content library suggestion when adding a blank page
Remove content library suggestion when adding a blank page to a template
2 votes -
Ability to Share Templates to PandaDoc Users not part of the Workspace
Have the ability to share the templates with other PandaDoc users who are not part of your Workspace.
2 votes -
Allow the approvers to initial/sign at the approval stage
Allow the approvers to initial/sign at the approval stage.
2 votes -
Ability to Manually Prompt Field Recognition
Ability to prompt field tag recognition to documents imported in bulk.
2 votes -
Web-based SAML app in Google's catalog with auto-provisioning features.
hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?
2 votes -
2 votes
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