5383 results found
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Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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QES available via API
QES available via API - Needs QES enabled automatically in a Make (Integromat) workflow when creating a document from a template.
2 votes -
Unsupported tiered prices from Hubspot
I would like that the integration Pandadoc - Hubspot could support the tiered prices of products from Hubspot. This means that with one product in Hubspot the unit prices changes based on the quantity you add as line item . Now Pandadoc doesn't recognize the prices of the products and its price in the Quote Builder is 0, when in reality it is not.
2 votes -
Multiple Smart Content conditions
Smart Content blocks only show the FIRST matching condition's content. If a client buys multiple products, only one product's information appears.
Request: Allow MULTIPLE conditions to apply simultaneously, so all purchased products' information shows. Makes automation actually work for multi-product scenarios. This helps other Enterprise customers with bundled services.
2 votes -
Select Multiple Templates for Bulk Send
the ability to select multiple templates at once in bulk send
2 votes -
Recipient group in/with Salesforce
Would like the ability to use recipient groups when creating a document via Salesforce
2 votes -
Push PandaDoc Form responses to Salesforce records natively
Currently, PandaDoc Forms can collect data and trigger document creation, but there is no native way to push form submission responses directly into Salesforce to create or update records (including custom objects).
2 votes -
Status: different status after each signer has signed and it has been sent to the next recipient
Currently, when a document has been signed and sent to the next recipient, the document stays in viewed status; however, we would like the status to change to something else so that we can see the document has been signed by one recipient, but not the other
2 votes -
Remove the "unlimited per month" label on the Stripe checkout page
Rename "unlimited" to something like "ongoing" or "subscription" in the Stripe metadata passed to Stripe.
2 votes -
Dynamic Payment Amount Based on Signing Date
Allow payment amounts in PandaDoc documents or forms to be automatically adjusted based on the date a recipient signs (completes) the document.
2 votes -
Support Referencing PandaDoc Catalog Items in Quote Builder via API
Support adding PandaDoc Catalog items directly to Quote Builder through the API using a Catalog identifier (e.g., SKU or Product ID), instead of requiring all product data to be passed inline in the payload.
2 votes -
Restrict editing while letting field update in generated documents.
Restrict users from editing the template structure (text, blocks, allowed content) while still letting them update field data in generated documents, without granting them edit access to the template itself.
2 votes -
Bulk action for catalog items - Remove custom fields
Ability to remove all custom fields at once on multiple catalog items
2 votes -
Support HubSpot graduated tier pricing
Current HubSpot integration does not Support graduated tier pricing - products are passing to the pricing table/quote builder but the price do not.
2 votes -
Quote Builder: Show Tax as a flat amount automatically
Within Quote Builder, add a Tax as a percentage and have the pricing displayed in a dollar amount automatically (as it works for Pricing Table).
2 votes -
Date Field: Font Type
Have the ability to change the font of the date field to match the document font.
2 votes -
Set Total Number of Reminders
Ability to cap or limit the number of auto-reminder emails sent on a document (e.g., stop reminders after X days or X sends).
2 votes
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