7683 results found
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Actions Required: Be more specific with the status
Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".
3 votes -
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 -
Link Signature fields
Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?
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: show discount column if the discount is 0% or $0
Show discount column in the quote builder for the recipient if the discount is 0% or $0
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 -
Option to add attachments to the Room home page
Would like to be able to add attachments such as a PDF to the home page
3 votes -
Embedded Editor: support Card details field
Option to support the Card details field when using Embedded Editor (API).
3 votes -
Fillable Fields: Ability to set a conditional rule for Initials
Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.
3 votes -
Disable document download for collaborators
The option to disable document download for Collaborators (guest license users).
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 -
Pipedrive: Push Notifications for PandaDoc Document Status Changes in Pipedrive
Users would like to be notified in Pipedrive when a PandaDoc document status changes.
The notification could trigger an activity or alert in Pipedrive, ensuring that users are aware of the document’s progress without switching between platforms.
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
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