7374 results found
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Support SCIM Provisioning for the PandaDoc App in Microsoft Azure AD
Description:
A customer has reported that the current PandaDoc App listed in Microsoft Azure does not support SCIM (System for Cross-domain Identity Management). This limitation prevents automated user provisioning and de-provisioning via Azure Active Directory.The customer initially considered setting up SCIM but discovered that the app does not support it, stating:
"The PandaDoc App registered in Microsoft does not support SCIM. The developers of the app would need to implement that."
Impact:
Lack of SCIM support creates friction for IT admins managing user lifecycle at scale. Manual user management increases operational overhead and introduces security risks when users are…3 votes -
Split Payment for PandaDoc Subscription
Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)
3 votes -
Conditional Display of Discount Column in Pricing Table
Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.
3 votes -
Ability to copy and paste table to a different document
Ability to copy and paste table to a different document
3 votes -
Ability to pass line item image from HubSpot
Ability to pass line item image from HubSpot
3 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
3 votes -
Transfer Room to another workspace
Transfer Rooms between workspaces.
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 -
QES: verify signature certificate without Adobe Acrobat
Ability to see the certification without the need of Acrobat
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 -
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 -
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 -
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."3 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 recognize3 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 -
3 votes
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