7360 results found
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2 votes
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[Settings] Individual Workspace settings
At current, workspace settings can only be accessed by Owners and Admins. Please provide a user-level workspace setting where defaults can be configured on a user level.
1 vote -
Freshsales integration on EU domain
Freshsales integration on EU domain
1 vote -
audit trail in template
Audit Trail in the Version History of the Template. Show which component has been touched or removed or edited. Was it the signature block, the table, the variable X,Y,Z. Was it the Smart Content, the approval workflow, pre-assigned roles, the image, the header or whatever it is that was changed, accidentally or intentionally. I'm finding it annoyingly buggy that we had to disconnect and reconnect the integration a couple of time since getting this rolled out in May. We can't leave the template, the integration or the automation as is for long durations of time without needing to retouch or…
1 vote -
Update Signing Order once document is sent via API
when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI
submitted on behalf of client carol@buildops.com
1 vote -
To update the HubSpot amount value based of the subtotal with the discount
To update the HubSpot amount value based of the subtotal with the discount.
1 vote -
Anchor Radio Buttons and CHeckboxes in Tables.
Our Fillable fields are always moving around on us from Document Creation from Templates to Signature signing process. It's impossible to currently use PandaDoc as a questionnaire or form because of this. Each time we have multiple questions to ask in a sequence that have either a Checkbox or Radio Button to answer. The Answers don't align to the question.
We are now searching for another platform to suite our needs as this behavior makes PandaDoc unable to be used for large question documentation. Ex; Surveys, Scoping Questionnaires, Screening Forms.
A solution would be to be able to Anchor a…
1 vote -
Quote UX imppovements (to match pricing table options)
The client needs to make sure the design of their quotes is EXACTLY as it used to be - they were using pricing tables before. Now that they moved to CPQ, there are some quote design limitations that are critical for them:
Bold column headers
Alternate row colours
Italic description1 vote -
Update Hubspot Property with PandaDoc document status.
I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!
1 vote -
Agree icon
Would like to add an Agree button, this helps with seamless document worfklow and type of documents I build
1 vote -
Video Conference Integration with AI
The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.
1 vote -
Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts
Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts so numbers are autopopulated when going to send document via SMS/Text
1 vote -
1 vote
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Attached the second document to Pipedrive or CRM when the first document is completed.
Currently, when using the automation "Sending another document when PandaDoc document status changes", only the first document is attached to Pipedrive or in the CRM. But the second document should also be attached.
1 vote -
Conditionally require a field based on another field
I would like to be able to require a field only if another field has a specific value. Example: If a dropdown field = Yes, then require another field to be filled out.
1 vote -
Display PandaDoc app vertically in Monday.com
We'd like to display PandaDoc in monday.com vertically
1 vote -
Pricing table: Create a Net Price Total column
I have 500 items, and each has a net price and a gross price. This is self-evident, and even if I have 5, 10, or 200 items in my offer/invoice, my customer sees the price column (net price) but not the total, which is important information for my customer in B2B business; we are only talking about net prices. However, the subtotal is always the gross amount; in my opinion, it is not possible otherwise in your offer/invoice. However, I additionally need the net total.
1 vote -
Ability to add an additional note for each section
The ability to add section notes and also subtext under a Section title would be great. These notes help outline specifics for each section and adds additional clarity to customers.
1 vote -
Customize Forms initial prompts text
We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.
1 vote -
pulling a report on how many smart contents was used
pulling a report on how many smart contents was used
1 vote
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