7668 results found
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2 votes
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SSO and SCIM using 2 different providers
We want to use SSO with Google and use our HR system to provision users using SCIM via Rippling (and leave SSO with Google).
I'm sure that multiple clients would use one platform (like Google or Microsoft) and a different platform like (Rippling or Okta) for SCIM.
2 votes -
Alow users to extend expiration but limit how far out it can be set.
Would like to set a maximum allowed expiration period giving reps ability to change the expiration but only extend it up to a certain point.
2 votes -
Prevent documents from automatically linking to opportunities when they are created from Salesforce.
Currently, when documents are created in a Salesforce opportunity, they are automatically linked to the opportunity and shown within the opportunity. We would like to remove this.
2 votes -
Inline fields inside the table block
Feedback from our client rylee.may@kirkwood.edu,
Inline fields to be utilized inside a table block2 votes -
Product Bundles: Automate Bundled Item Quantities Based on Parent Product
When a parent product quantity changes, the quantities of associated bundled items would automatically update.
2 votes -
Built-in ADA Compliance Verification
Add tools within PandaDoc that allow users to verify the ADA (Americans with Disabilities Act) compliance of their documents.
2 votes -
Push content from document into Freshsales
Push content from the document into Freshsales
2 votes -
Send Via Text for Business Monthly Plan
The Send Via Text (SMS) feature would be a great addition to the Business Monthly plan.
2 votes -
Post available options for smart content
For Feature Enhancements: The Smart Content block is specifically meant to “My Content”. It would be best to remove the rest of selections as it confuses users and gives the impression that other options can be used such as:
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pages2 votes -
Recipient verification via SSO
the customer needs to verify recipients via SSO when the document recipients are their Pandadoc users. Currently the document could be forward by email or link shared directly with the other recipient and they can open and sign the document on behalf of the other users. Having SSO authorisation on that step would prevent such actions from happening.
2 votes -
Push recurring totals from Quote Builder to HubSpot Deal properties after document completion
Automation: Push recurring totals from Quote Builder to HubSpot Deal properties after document completion
2 votes -
Authorize.net - pass field values to checkout
We would like to be able to pass certain fields from PandaDoc documents into Authorize.net checkout form.
For example we would like to pass "Country" data automatically into checkout.2 votes -
Ability to import products not associated with the Salesforce Opportunity
Currently, the products must be associated with the Salesforce opportunity in order to pull them to the document. It would be nice to be able to pull products that are not associated with the Salesforce Opportunity
2 votes -
2 votes
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Revert Document Generation Link Like the Old Editor
Revert Document Generation Link Like the Old Editor with lesser steps. The new editor let you generate link only on the page 4 of workflow.
2 votes -
2 votes
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Export All Catalog Items via the API
Currently, users are using the existing “List Catalog Items Search” endpoint to retrieve and export all catalog items via the API. However, this endpoint was originally designed as a search endpoint, intended to filter a relatively small subset of items based on a specific query. It was not built to reliably return the entire catalog, which can lead to limitations and unintended errors when used as a full listing mechanism.
2 votes -
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field
2 votes -
Change the Pandadoc contract status to "declined" when the HubSpot deal stage is equal to "closed lost"
If a deal is lost, I would like the related contract in Pandadoc to be updated automatically from "Sent" or "Viewed" to "Declined" when the HubSpot Deal Stage is moved to "Closed Lost". This would help us organize our contracts - without this automation we have to manually set the status when we lose a deal, making it more time consuming. If these were automatically set to "Declined" we could also automatically send them into a "Lost" folder for analysis to learn what went wrong with these proposals. The automations offered need to go both ways, not just Pandadoc -->…
2 votes
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