7661 results found
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Add a content library item as section to the pricing table.
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.
2 votes -
TOC: Keep headings auto-numbering
Client: we want to have TOC to have numbers in front to be reused based on their numbering as paragraph, not pages on the right. We can’t use Auto numbering, because then we can’t have continuation with inner paragraphs like 2.1 2.2 2.3 etc.
2 votes -
Pass Discount in % from MS Dynamics
At this point, we can pass discount/tax in flat value only from MS Dynamics. Would be great to have an option to pass it in % (if template is set to %).
2 votes -
Catalog: Automatically update Catalog based on information in Monday.com
Have the ability to pass Monday.com products to the PandaDoc catalog automatically.
2 votes -
API Endpoint to Launch CPQ Workflow.
Would like an API end point to launch a CPQ workflow from Salesforce.
2 votes -
2 votes
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API: Enable dynamic mapping of flexible payloads to tables without predefined structures
The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.
2 votes -
Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
2 votes -
Zoho 2 Way Sync: update variables from Zoho CRM
Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.
2 votes -
Document bundle: Ability to drag and drop content from one document to another in the bundle
Ability to drag and drop content from one document to another when having document bundle
2 votes -
Ability to select the placement of the logo on the completed document notification.
The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?
2 votes -
2 votes
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Be able to export document metadata to PDF
It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.
2 votes -
Refresh feature to populate role variables of recipients after document was created
When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.
2 votes -
Conditional Logic Between Fields and Pricing Tables
Option to trigger a 15% price discount in the pricing table if a recipient selects a certain option in the drop-down field.
2 votes -
Have the option to remove the document from the finalized view if this was saved to a folder
Have the option to remove the document from the finalized view if this was saved to a folder
2 votes -
Have a Finalized option after resolving all the suggestions
Have a finalized option after resolving all the suggestions
2 votes -
Language Localizaion for API Embedded Editor.
It would be helpful to have language localization options in the PandaDoc embedded editor for document creation and template editing. Right now, it is only supported for recipient-facing signing experiences.
2 votes -
Improvements to help manage approval workflows that contain invalid or removed users.
The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.
Some enhancements to improve this process would be:
Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.
Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.
Prompting the user that the approval workflow cannot be activated because it contains…
2 votes -
Remove the locked in lines on the forms and change font size
Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.
2 votes
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