7148 results found
-
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…2 votes -
2 votes
-
document made from a specific template get a tag automatically
I would like every document made from a specific template to get a tag automatically so they cannot forget
2 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, please check the video:
-
ability for the signer to modify his signed form
If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted
2 votes -
Add more recipient related fields in webhooks
Add fields related to recipients' data to webhooks, e.g.:
1. "signature_date" - currently present in Document details endpoint, but not in Webhooks
2. Delivery date
3. Declined date2 votes -
Import contacts directly from Quickbooks Online
Import contacts directly from Quickbooks Online
2 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.
2 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.
2 votes -
When using the in person sign feature, automatically open the document in a browser instead of the PandaDoc app
Instead of the recipients signing the document inside of the PandaDoc app, this would open the document inside of a browser automatically when attempting to use the in-person sign feature
2 votes -
Improve Customer Matching to Prevent Duplications in Stripe
Currently, when a document containing the card details field is created in PandaDoc, and the customer already exists in Stripe, the system does not properly match the records. As a result, a duplicate customer entry is created in Stripe. As a solution, it would be great to implement an enhanced customer matching mechanism that can verify if a customer already exists in Stripe before creating a new entry.
2 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)
2 votes -
Set up different decimal point setting in a single pricing table
To define different decimal place values for the column and/or total in a single pricing table. The user deals with pennies and it is important for them to show pricing in 4 decimal places with the total being 2 decimal places short.
2 votes -
Have all the Installment details be visible to the approver
Have all the Installment details be visible to the approver
2 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.
2 votes -
Option to bulk download documents directly
Option to bulk download documents directly instead of receiving a link to an email
2 votes -
Restrict send documents on someone's behalf
restrict send documents on someone's behalf
2 votes -
Ability to copy and paste table to a different document
Ability to copy and paste table to a different document
2 votes -
Use Greenhouse template to create a document
Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc
2 votes -
Contract Repository: Mandatory Data Fields for Contract Repository
Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.
2 votes -
Data from a single PandaDoc field to be distributed across multiple HubSpot properties
A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.
2 votes
- Don't see your idea?