7438 results found
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Quote Builder: To calculate Subtotal before each products' taxes and other discounts.
At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.
3 votes -
Webhooks: Include the Document Link in the Response
Include the document link in the response body, not just the document ID.
3 votes -
HubSpot Workflow/ Automation: Send a PandaDoc document when a HubSpot deal stage changes
Ability to send a PandaDoc document when a HubSpot deal stage changes
3 votes -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
3 votes -
Quote Builder: Custom Column Total
Have the ability to add the total of the custom column in the totals tab.
3 votes -
QuickBooks Online Taxes and Discounts
Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.
3 votes -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
3 votes -
Ability to adjust the automatic zoom on the mobile app
Option to have a setting to disable or reduce automatic zoom functionality
3 votes -
Embedded Editor: support Card details field
Option to support the Card details field when using Embedded Editor (API).
3 votes -
Smart Form: Allow for fillable fields to relay
Ability to pass in fillable fields (merge fields) for field default values (just like API) from a smart form into a document
3 votes -
Salesforce Homepage Component
It would be nice if we could add the PandaDoc Documents Salesforce component to a Salesforce homepage. It could bring in documents associated with that Salesforce user, rather than documents for a specific Salesforce object. Ideally the user would be able to somehow filter that list, or we'd be able to set filters on the component itself (i.e., only show documents in a specific status/statuses).
Currently you can add the PandaDoc Documents component to object pages within Salesforce; however, you cannot add this to a homepage.
3 votes -
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 -
Pricing Table: Automatically remove the blank row
Have the ability to automatically remove the blank row in the Pricing Table when data merge is enabled and creating a document using Integrations.
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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