7359 results found
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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 -
Have all the Installment details be visible to the approver
Have all the Installment details be visible to the approver
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 -
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 -
Role Permission pop up notification
Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.
User 1 Admin Role
User 2 Limited Member Role
User 3 Member RoleAdmin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.
The Aks: It would be best that when a Role with limitations makes a change on a document if…
2 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents at once.
2 votes -
Ability to adjust the email footer text based on the recipient's language.
Ability to adjust the emails footer text based on the recipient's language.
2 votes -
Redirect button on the completed document email
Redirect button on the completed document email
2 votes -
Notification for Optional Fields
Add a feature to notify recipients when an optional signature field is present in the document. This could be through a message or visual cue to ensure the recipient is aware of the optional field.
2 votes -
Update a HubSpot property with a document reference number when a document status is changed
Update a Hubspot property with a document reference number.
2 votes -
SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.
2 votes -
Ability to reference Field ID of fillable fields as variables
Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.
My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…
2 votes -
Support the "Send via Business Email" feature via API
Support "Send via Business Email" feature via API.
2 votes
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