7256 results found
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1 vote
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1 vote
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Automation: Add Triggers like Expired and Declined Documents
other triggers in automation like declined or expired
1 vote -
Update unit cost in Hubspot
Update unit cost is the line item cost is changed in PandaDoc
1 vote -
Support More than 10 Files When Importing PDFs to Editor
Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.
1 vote -
Variables for Quote builder section subtotal
It would be great to get the section totals to appear as variables vs. only the quote total.
1 vote -
Ability to mask field tags on PDF documents populated via API
Ability to mask field tags on PDF documents populated via API.
For example, a form where a signer enters their Social Security number. Mask the SSN number for security.1 vote -
Formatting properties as percentages
HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).
1 vote -
Do not auto sent Quickbooks Invoice
We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.
1 vote -
Change payment terms in Quickbooks Invoice
Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.
1 vote -
Trigger Approval Workflow by Document Owner
I really like the approval workflow feature. One enhancement that would be incredibly useful is the ability to trigger approvals based on the document creator/sender/owner. This would allow teams to set up approvals specifically for documents created by new PandaDoc users, ensuring quality control without needing to review every document from more experienced users. Currently, the only workaround is to create separate templates for that subset of users and ensure they’re used, which can be cumbersome and less scalable.
1 vote -
Map dropdown field to QuickBooks Online
you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly
1 vote -
Restrict users from adding specific catalog products to pricing tables/quote builder.
Restrict users from adding specific catalog products to pricing tables/quote builder.
1 vote -
Ability to apply default identity verification method for all existing templates/documents
Ability to apply default identity verification method for all existing templates/documents
1 vote -
Pass Decimal Pricing from PandaDoc to Quickbooks Online
The ability to pass decimal pricing from PandaDoc pricing table to Quickbooks Online.
1 vote -
Enhance Embedded Signing session_view.document.loaded Event with Recipient Status Information
As a developer, I require the sessionview.document.loaded event in Embedded Signing to include detailed recipient status information. Specifically, I need to know if a recipient has completed their assigned fields (isdone - is used in API) immediately upon document load.
This enhancement would allow for real-time updates and more dynamic user interfaces within my embedded signing workflow.
Currently, the session_view.document.loaded event does not include any document loading information.
By adding recipient status details, I can:Provide immediate feedback to users about their progress.
Dynamically adjust the user interface based on recipient completion status.
Improve the overall user experience…1 vote -
Microsoft Dynamics: Document Status History Reflected in Notes with Links
Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.
Key benefits:
- Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
- Allows users to monitor document progress without leaving Dynamics
- Provides easy access to documents at any stage with a single click
- Maintains a comprehensive record of document lifecycle activities in your CRMWhile this request focuses on MS Dynamics, similar functionality would be valuable…
1 vote -
Option to change payment reminder wording
The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.
1 vote -
Quote formatting options: adjust layout
It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.
1 vote -
Card details field with Whop
Use the card details field for another payment processor like Whop.
1 vote
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