7179 results found
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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:…3 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
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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Automation for Salesforce for creating document
Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity
3 votes -
Support Klarna as a Payment Method via Stripe
Ability to use Klarna as a payment method via Stripe-connected accounts.
3 votes -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
Ability to adjust the installment dates after the document has been sent
Ability to adjust the installment dates after the document has been sent
3 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
3 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]3 votes -
HubSpot Syncing on Contact Records
Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.
3 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
3 votes -
3 votes
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Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
3 votes -
Renewal notifications available via API
Setup renewal notifications via API
3 votes -
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
3 votes -
Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)
Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available
3 votes -
Populate recipient phone number when sending via SMS
The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).
3 votes -
Hide pricing table/QB section if the product hasn't been added
To hide sections in a pricing table if there's no product synced into it from a CRM
3 votes
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