7172 results found
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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…
3 votes -
introduce a new endpoint to return a list of related Notary requests from the input of a PD document-id
For Notary use cases, where the Notary sessions are created through a user interaction, but there are numerous API interactions after, the client cannot automatically capture (and/or related) the notary-request and document identifiers from the manual interactions. If the document-id was monitored through webhook notifications, getting an API list of Notary-requests associated with that PandaDoc document-id input would be advantageous, but no such endpoint exists.
There is no way to trace out the relationships, which is critical for downstream automations.
3 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Update Last Modified date when the doc is relinked to a different CRM Object
Currently the last modified date of the document is not changed when the doc is relinked to a different CRM object. And this is huge in our case because that way we are just losing to the to to the deal basically because since we are fetching only those documents on the daily basis which were last modified for the last previous day, we are not catching those that have been for some reason like switch to the different object and on our side in the analytics part, it creates a lot of the head edge. Our expectation is that…
3 votes -
API: redirect to a custom URL in a session view
API: redirect to a custom URL in a session view.
3 votes -
Displaying custom integrations in the PandaDoc UI side panel
Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.
3 votes -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
3 votes -
Ability to remove Space if no variables is passed
The Ability to remove the empty spacing if no variable is passed.
Example: Not all have a 2nd address and if none was placed it will leave a blank, instead of a Blank space. To just add a custom spacing of pull in the next set of variables inline with the Template
3 votes -
QuickBooks : AMEX
Option to have AMEX in Quickbooks
3 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
3 votes -
Show tax as percentage and currency amount
It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added
3 votes -
TOC: Ability to hide pages
Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.
3 votes -
Add a new API to fetch the ip-address (and geo location tags) of all Document signatures
As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.
3 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
3 votes -
3 votes
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Show the error message when users are editing the recipient details
The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.
3 votes -
3 votes
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API - 1 email to on different roles
Ability to use the same email on different roles in API
3 votes -
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:…3 votes -
Totals from PricingTable1 can automatically become selections (products) for PricingTable2
PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2
3 votes -
Identity verification before the session starts and Notary joins.
Option to have identity verification before the Notary session
3 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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