7271 results found
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Post Signature Forking Capability
Chained document logic and version-controlled document workflow where:
A signed doc triggers creation of a new, modified version
That new version inherits or references the signed one
Applications include renewals, amendments, or rent-to-own transitions2 votes -
[Integrations] iCon - HR System
German HR/payroll system used by multinationals for employee data, payroll processing, and HR compliance. Key integrations points include contracts, HR data sync, employee self-service, audit & retention compliance
2 votes -
[Integrations] Avature
Avature is a flexible ATS/CRM and talent acquisition platform, often used for recruitment and onboarding. Key integration points are offer letters & contracts, candidate signature workflow, document archiving and template customization.
2 votes -
[Integrations] SAP Ariba
Ariba is used for procurement, supplier management, and contract lifecycle management (CLM). Key integration points are contract authoring, signature workflow, audit trail sync and vendor onboarding
2 votes -
[Integration] Zuora Subscription Management Platform integration
Zuora is the go-to platform for managing subscription billing and revenue, especially when you need automation, compliance, and flexibility in recurring business models. PandaDoc can complement Zuora for quote generation and e-signature.
2 votes -
2 votes
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2 votes
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[Missing Integration] Native integration with Attio CRM
Attio is a next-generation CRM (Customer Relationship Management) platform designed for modern, fast-moving teams. Unlike traditional CRMs, it’s highly customizable, collaborative, and built to feel more like a spreadsheet meets a relational database, but with powerful CRM logic baked in.
2 votes -
Allow recipients to exit the "suggest edits" mode if a suggestion was added by mistake
It is not currently possible for a document recipient to exit the "Suggesting edits" mode if they accidentally added a suggestion and removed it. Adding a suggestion, it can be a single character, immediately pushes a document into a 'Suggesting edits" mode that cannot be exited even if a suggestion is deleted. A document sender would need to review and resend a document to move further.
2 votes -
duplicating the same product multiple times with different column values directly through rules.
duplicating the same product multiple times with different column values directly through rules.
2 votes -
Ability to pass the value of the variable as all capital from hubspot
When passing the value from Hubspot to PandaDoc, the Company.Name to appear as FINAL RENTAL instead of Final Rental
2 votes -
Audit Trail For Recipients
Ability for recipients to view the document's audit trail
2 votes -
Restrict who can approve requests to access documents as a collaborator.
Restrict who can approve requests to access documents as a collaborator.
Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.
We kindly request that only administrators be allowed to approve access requests to documents shared via links.
2 votes -
pass the 3% service charge of Quickbooks Online to the recipient
We tested sending and paying a document using the payment app integration, and we noticed that the 3% fee is not automatically charged to the recipient—instead, it’s charged to us. According to a QuickBooks live expert, "QBO is just a receiver of data coming from any third-party app connected to it. Any setup, configurations, syncing, processes, and fees should be consulted on the third-party app’s end. We suggest contacting PandaDoc regarding this process."
Given that, how can we add or pass the 3% credit card fee to the client if they choose to pay us via credit card?
2 votes -
[Integrations][Salesforce][SFDC] 2-way sync for Quote object
The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.
2 votes -
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
2 votes -
Text content placeholders for templates
Problem
We need to send quite a lot of information from our webshop to Pandadoc:
- including short values, like numbers or a couple of symbols
- but also lists or just formatted text
This is currently not possible(?) with Pandadoc, as the only way for "dynamic" data are variables. But these are far away from user-friendly...
- don't allowed formatted text, even not simple one, like strong text.
- are only really useful for short texts, but we also send paragraphs or long texts.
→ we are currently working with about 100+ variables to be able to have some kind of "decent" layout.…
2 votes -
Tokens cross-module population for Sugar CRM
The feature that would allow users to populate variables through SugarCRM tokens from different/multiple modules in the same document.
2 votes -
Require Attach a file when manually completing documents
if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.
2 votes -
Ability to select all text across all pages and remove highlight setting
When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1
2 votes
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