7148 results found
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[ARCHIVE] Creatr documets from GDocs in SFDC
salesforce create documents from google docs
2 votes -
Salesforce - Opportunity Product update in Draft status
Ability to update opportunity products and push the data back to Salesforce in Draft Status
2 votes -
Auto-populate name in the email based on Hubspot contacts
Auto-populate name in the email based on Hubspot contacts
2 votes -
Option to generate a report of all documents on the account for which new links have been generated
Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.
2 votes -
Embed JavaScript for Auto complete on Forms
Ability to embed JavaScript codes for Auto complete on Forms
2 votes -
Prevent Shared CLI's From Being Copied in Local WS When Triggered with Smart Content
Currently, when shared CLIs are used for documents with smart content, they are copied into the local workspace, creating a CLI in the local CLI lister as well as the shared folder.
Clients want to avoid having duplicates in their WS and would like this not to happen when the CLI is used.
2 votes -
Customize the prompt for blank variables
Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.
2 votes -
VersaPay as payment gateway option
TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.
Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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insert pricing table on a table block
insert pricing table on a table block
2 votes -
Ability to manage API developer logs.
Ability to purge API developer logs or set retention period to see only the most recent logs.
2 votes -
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
2 votes -
2 votes
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Automatically upload documents from a file storage solution to PandaDoc for processing
Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.
2 votes -
Apply Workflow (Approval, Reminders, etc.) Templates on Uploaded PDFs
Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.
2 votes -
Ability to reflect the company name to the document list in the Document tab instead of the recipient.
Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to
2 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
2 votes -
CPQ Guided Selling - Validate Products Shown Depending on Client Variable (i.e. Industry)
Limit products shown depending on another variable
2 votes -
[API][Webhook] Pass the ID of the template role in the document requests
It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).
2 votes -
Third Party Contract Management
We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.
2 votes -
AI Contract Review Capabilities
- Identify Key Clauses and Terms
- Assess Compliance
- Analyze Risks
- Suggest Edits and Improvements
2 votes
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