7249 results found
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prompt when you there is no account registered for that email address
when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link
2 votes -
2 votes
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Using the PandaDoc API to get Stripe Customer ID
Can we get the capability to use the PandaDoc API to get the Stripe Customer ID
2 votes -
Adding a note with document ownership transfer
Adding a note when you transfer a document
2 votes -
2 votes
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2 votes
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2 votes
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Field Validation in forms
Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.
2 votes -
when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Automation with the internal systems(using freshbook) For invoices and contracts
Automation with the internal systems(using freshbook)
For invoices and contracts2 votes -
pull photos of users to PandaDoc documents from Salesforce
pull photos of users to PandaDoc documents from Salesforce
2 votes -
Pre assign roles in app
Would love to see pre-assigned roles carry over into the app
2 votes -
MS teams - ability to sign in-person
Would like the ability to sign in-person through Teams integration
2 votes -
Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot
Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)
2 votes -
Allow limiting of invite
Limit invite feature on documents, so recipients can't invite to collaborate.
2 votes -
[Integration] Content management system
Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.
2 votes -
Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
Multi-year contract - ability to reflect discount recovery per year
For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.
2 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes
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