7484 results found
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Prevent HubSpot Percentages from Converting to Decimals in PandaDoc
HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).
4 votes -
Ability to search for documents based on their renewal date
Have the ability to search for documents or filter based on their renewal dates.
4 votes -
Pass image from Salesforce to Pandadoc
Pass image from Salesforce to Pandadoc
4 votes -
automatically calculate the quantity in the table
automatically calculate the quantity in the table not in the pricing table
4 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
4 votes -
SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.
4 votes -
Export Quote Builder/Pricing table as CSV
We'd like to export CPQs, tables as a CSV file
4 votes -
Allow displaying non-draft documents in Embedded Editor
Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:
This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…
4 votes -
Variables: Have the ability to use "Sender" details from variables without sending the document to the sender
Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.
4 votes -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
4 votes -
Configure the expiration period of user's sessions
Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.
4 votes -
Ability to have a different variable date format on each template
I'd like to change variable date format on separate templates/ documents that will override the general settings
4 votes -
Make uploaded Google Slides editable
Currently uploaded Google Slides are static and not editable. Please enable editing of uploaded Google Slides
4 votes -
4 votes
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Dynamic URL Variable Substitution for Text Links
Objective:
Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.Feature Description
This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.Example Use Case:
A user creates a link in a document with the URL:
https://example.com?user={FirstName}&doc={DocumentID}When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.
How It Works:
Variable Definition:…4 votes -
AI Contract Review Capabilities
- Identify Key Clauses and Terms
- Assess Compliance
- Analyze Risks
- Suggest Edits and Improvements
4 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
Automation for Salesforce for creating document
Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity
4 votes -
Support Klarna as a Payment Method via Stripe
Ability to use Klarna as a payment method via Stripe-connected accounts.
4 votes -
Formatting Rules for Variables
Ability to apply capitalization rules within our variables. Example:
The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
Later in the document, the insertion and last name should both appear in capital letters.4 votes
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