7521 results found
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Fix the New Navigation
The new navigation makes it so that what I used to be able to do in one click now takes multiple. When I log in, it takes me directly to my drafts, but I am not the one creating the drafts. In order to get to the team drafts, I have to click on Team Dashboard, then Drafts. If I click directly onto "Documents," the drafts are intermixed with the other document statuses and there is no option to just see the drafts. So then I have to click back to Home > Team Dashboard > Drafts.
This is not…
1 vote -
[API] Create Session for Embedded Signing with Recipient Groups
It will be extremely time-consuming to utilize Pandadoc without this functionality, if possible at all.
Since we are relying on the Pandadoc API and Embedded Signing to integrate Pandadoc into our platform, we need to fulfill certain business needs. One of those needs is to allow for several users from a given organization the opportunity to sign a document. That means we do not know who from an organization will sign into our platform to make a signature.
What does that mean for our use of Pandadoc? Well, as I understand it, we need to create a document…
1 vote -
preserve field-to-role assignments when pages are duplicated—whether in a template or in a live document.
Could we preserve field-to-role assignments when pages are duplicated—whether in a template or in a live document? Currently, When we are duplicating pages within a document, we noticed that fields that were assigned to different roles end up getting reassigned to a different or just one role.
1 vote -
HubSpot Cannot Process PandaDoc Webhooks
HubSpot requires Record ID's to be ingested as NUMBER type data.
PandaDoc currently sends custom Webhooks with a "linked_objects" header in the JSON payload, but this is a STRING.
When building a Custom Event or Webhook Receiver in a HubSpot Workflow, the build attempt will always fail because it cannot parse the STRING or coerce it to NUMBER, and results in a failure to finalize the webhook.
1 vote -
Feedback
From the documents view, when you hover over a specific document and click the menu that appears, when you go to click on CHANGE STATUS the menu quick shifts down one item so I have clicked ARCHIVE a bunch of times. This would be a nice fix to not have the menu change once it's opened.
1 vote -
We would like a way to lock signature list on templates
We would like a way to lock signature list on templates. We have had users add additional signatures that are not needed on our forms.
1 vote -
Disabling the payment option
Option to disable the payment feature on the document.
1 vote -
custom pricing table field mapping in Zapier's PandaDoc integration
Currently the Pricing Table field mapping in Zapier is extremely limited, making it challenging to use pricing tables in dynamic ways. It would be great to be able to map data to custom Pricing Table fields in Zapier, or to be able to map to more than one pricing table within the zapier/pandadoc integration.
1 vote -
Account owner's appoval if chaning the Guest License to Full (Standard)
We would like the ability to require admin approval before a license is changed and invoiced.
1 vote -
The specific format where the original price is struck through and the discounted price appears below
The ability to show the original price struck through with the discounted amount below, and a separate “Unit Discount” line under each item. Do some customization to the Pricing Table. A way to create a custom column in the pricing table, and have that custom column reference Line Items from Hubspot.
1 vote -
Zoho 2-way sync: update fields
We really want to be able to update deal or quote fields with what they fill out on the deal, this is helpfull for are team to know if billing or shipping change on the quote. Without it our teams needs to manual check with what they have inputed in.
1 vote -
Create Editable Template from Uploaded file via API
Ability to make templates created via the ‘Create Template from File’ API editable upon upload, similar to how it works in the UI
1 vote -
A way to "escape" the interpretation of square brackets ([]) as Variables via the API
The ability to "escape" the interpretation of square brackets ([]) as Variables via the API.
1 vote -
Autovalidation of minimum field size
Date fields (or any field type) should not be resizable smaller than the minimum required to display the data. It does not make sense that I can add a date field, but size it small enough that I can't actually read the date. If the field requires entering the day, month, and year to the field, I should not be able to de-size the field to the point that I can't see part of that date.
Otherwise, if there are use-cases where de-sizing it and obstructing the field is useful, there should be a lock/unlock option on fields so you…
1 vote -
Ability to connect any Workspaces to another SF org
The current build is that you can only connect any WS under one (1) PD org to 1 SF org. If there are other SF org, then the client will have to purchase another PD account.
It will be great to be able to connect any PD WS to any SF org
1 vote -
Allow user to pass document validity period from Salesforce
We have to set the quote validity on the document so the customer is aware. We have a standard document expiration time on our templates. However, the salesperson can change the validity as the need arises. So if they change it from the standard, the validity promised to the customer and the validity on the document will not be consistent.
We try to limit the number of changes a salesperson has to make on a PandaDoc document once generated, to help save them time. Asking them to remember to change the document validity on the PandaDoc document does not work…
1 vote -
Reporting: Increase the date range for the Monitoring tab in Dev Center
Increase the date range, as we can only check up to 14 days in the Monitoring tab. A year range would be ideal, as account cycles are Annual.
1 vote -
Add a Logo to Custom App
Ability to add a logo to a custom app from the Dev Center.
1 vote -
Spacer component in template builder section
We currently don't have a spacer component available when building templates, making it difficult to space the forms.
Having to work around with text fields to create a blank space between questions and form fields isn't a good experience.
1 vote -
Have the option to to customize the repeat reminder for bulk send. For example, set it to 30 days .
To have the option to customize the repeat reminder for bulk send. Currently, it can only be set to every 3 days or every week. The customer would like to customize the number of days like for example to be able to set it to 30 days.
1 vote
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