7325 results found
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Embedded Template Editor: Add Design Tab
Add the design tab as it is in the regular UI to the embedded editor, so that formatting options such as page number display can be set.
1 vote -
Automatically enabling ID verification on previously created documents and templates.
Ability to automatically enable ID Verification on previously created document
1 vote -
Linked fields in Smart Forms.
Linked fields in Smart Forms.
1 vote -
Issue with Recipient Group Naming & API Usage
Issue:
Currently, when adding a new Recipient Group through the PandaDoc API (or manually) with the exact same name as an existing group, the existing group's members are overwritten or updated with the new group's members, instead of creating a distinct new group.Impact:
This behavior causes significant issues and data inconsistencies, particularly when managing recipient groups programmatically via the API, as it leads to unintended changes in existing recipient lists.Proposed Idea/Solution:
Please implement a system that ensures recipient groups with identical names are treated as separate and distinct entities. This could be achieved by:Automatically appending a unique…
1 vote -
Enable Send Manual Reminder API for Recipient groups
Enable Send Manual Reminder API for Recipient groups
https://developers.pandadoc.com/reference/createmanualreminder
1 vote -
Salesforce Child Object Repeater Fields (Non-Product)
I have the need to use tabular data that is non-product related into my Pandadoc templates.
What I mean by this is for a quote / proposal or other primary object, I have custom lookup objects in Salesforce that needs to be mapped in a repeatable way into a standard table in Pandadoc.
I don't want to use a pricing table or quote builder table, just a standard table with rows that repeat for each related lookup object associated with my primary object, say a quote or an opportunity in Salesforce.
Even better would be an upsert functionality with form…
1 vote -
Flexible Formatting in Quote Builder and UI Notifications When a Formatting Issue and Breaks CRM Sync
We use PandaDoc with HubSpot. Current formatting requirements are very rigid. Would be very helpful and improve readability for our customers if quotes could have simple flexibility such as US date formatting option, forward slash or period for dates instead of strictly hyphens, and commas allowed for numbers.
It would also be very helpful if a simple notification appeared in the UI when there is a sync error. We have had ongoing mysteries with our team that can take 30-45 minutes to track down sometimes because a simple value mismatch has occurred (e.g. a comma used in a number, date…
1 vote -
Ability to Switch from Mobile Browser Version to Desktop Browser Version on Mobile Phone
Currently when you open PandaDoc.com on a mobile browser, the mobile version of the site displays, but there's no way to opt out of that version & continue displaying/using the full desktop version.
As someone who prefers to use a mobile browser over an app, it would be nice to at least have the option to display the full site on my mobile browser.
The mobile version still has very limited functionality, and as an admin I'm often asked to do simple tasks like check out settings/integrations/etc. As it stands now, I have to pull out my laptop to do…
1 vote -
[Licenses] Show how many users are occupying a license in the Billing section
Rather than just showing the number of seats being paid for, show how many users are also using the license.
1 vote -
Payment Integration: Bunq as a payment gateway.
Requesting an integration with Bunq as a payment gateway.
1 vote -
Payment Gateway: Integrate with Bilky as payment solution
Requesting an integration with Bilky as a payment gateway.
1 vote -
[Verification] AI-Enabled ID Verification with Biometric Checks & Share Code Integration
Additional ID verification with Biometric Checks and Share Code integration aside from the existing Qualified e-Signature that we have here in PandaDoc.
1 vote -
Ability to specify the type (number, text, price) for custom variables.
Ability to specify the type (number, text, price) for custom variables so that, for example, if your custom variable has a 'Price' type, your value is formatted as an amount: 12250 >> 12,250.00
1 vote -
[Signature] Autofill Signature if signer is not a PandaDoc user.
Right now, non-PandaDoc users have their emails as the autofill for the signature. Have a way for signers to put their names first before signing, just like the pop-up for a form, so that the signature autofill can use the name the signer put in the pop-up.
1 vote -
[Testing] Beta test signup for new features. Or a way to test new features ahead of implementation.
Have a way for users to sign up for beta test features, or have users test out new feature before they are implemented.
1 vote -
Fillable Fields: Remove anchoring of fillable fields inside tables or streamline the process.
Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.
Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.
1 vote -
Credit & Rebate Products
For our use case, we have a package of products if you commit to the 2 products, we give them a credit or rebate. While in the product catalog we are able to add a negative or set up a discount in table, but we like to use it as a product to explain the discount better than just a flat % or Dollar Value.
It would be nice if we could have the rebate products in the product catalog that are negative dollar values do our sales team has these fixed credits available when they pick from the product…
1 vote -
Notification settings for Admin: "Document sent by members"
A way for Admins to be notified when a document is sent by their members that is different from the Approval workflow or being CCd in a document.
1 vote -
Rooms: default "all member access"
default access for all documents and files added to a room are "All members."
1 vote -
Conditional Template Page
Allow document pages to be conditionally rendered. Similar logic to the conditional rendering of smart content placeholders.
1 vote
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