7658 results found
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Fix defect: navigation bricking when Folders are top level
When a Folder is at the top level, both navigation and Document move/copy functionality are completely bricked. Major program defect. Documented in support Ticket #76173928: "Issue with Folder and Room Structure Affecting Document Copy and Move".
Solution options:
1. Prevent use of Folders at top level, require it must be Rooms.
2. Make program navigation and document move/copy navigation work if Folders are at the top level.1 vote -
API Endpoint to Retrieve Workspaces for a Specific User
Request for a new API endpoint that returns all workspaces associated with a specific user within an organization.
Example desired functionality:
GET /users/{user_id}/workspaces
or
GET /user-workspaces?user_id={id}
This would allow integrators to dynamically determine which workspaces a user belongs to without retrieving the full user list across the organization.
Customer Context
Customer operates a franchise model with:
40+ workspaces
500+ users
Shared identity across the organization
Heavy API-based embedded document workflows
Users may belong to multiple workspaces simultaneously.
The customer initiates document creation from their CRM and needs to determine which workspace the user should interact with before creating the document.
…
1 vote -
Hide Total Contract Value in Template Level (Quote Builder - Data Merged - HubSpot)
Option to automatically hide the Total Contract Value in the quote builder totals section at the template level to avoid manual hiding in each generated document when pulling data through data merged in HubSpot.
1 vote -
Canva Design on Documents/Templates
Requesting to have this feature back. Make it easy for users for content design.
1 vote -
radio button set as optional field tags
Client/prospect needs to set radio buttons as optional when creating documents from file upload using field tags
Currently, the * optional modifier works for textfield, checkbox, dropdown, signature, date, and initials field tags (e.g., {textfield*____}), but not for radio buttonsRadio buttons use a different syntax ({{radio:role:optId}}) and don't support the optional modifier
This forces manual configuration after document creation, which doesn't work for automated workflows
Request to add optional modifier support to radio button field tags for consistency with other field types
1 vote -
Recalculate after a tax with currency/money value instead of percentage the calculation if I change the price of any quote
Hi. I have a question regarding the quote block (not price table). If I insert a tax with currency/money value instead of percentage the calculation seems to be broken if I change the price of any quote item. There is no recalculation after changing a price. Instead, a correction of the percentage takes place. That's really bad UX and a major source of errors. Is there a trick to getting around it?
1 vote -
expiry date to be editable after expiry
What I run into most of the time is, when an expiry date is set, the customer will cut it close to the wire to that date and then sign it. However, the contract then gets expired right after as we are the counter signer post expiry date.
It would be useful to be able to overide the expiry date rather than to edit the contract, and resend for signature to everyone.
1 vote -
Option to export contacts with links to PDF/Documents
Option to export contacts with links to PDF/Documents
1 vote -
requests ability to set starting invoice number in Quickbooks
Hey there, we have a problem where your QuickBooks integration is creating invoices with invoice numbers that are overlapping other invoices. We were wondering if your integration allows us to say what number invoice it starts at. If we can't, this is an integration that really does not work for us, and we may have to find a different tool to do the job.
2d
1 vote -
Have the "Shared with me" tabs as an initial tab for Guest users.
Right now, the "Shared with me" tab is hidden inside More grouping. Suggest that the said tab is more visible from the get-go for Guest users.
1 vote -
having an option to place circles around words would be very helpful as some forms requires things to be circled and not checked
having an option to place circles around words would be very helpful as some forms requires things to be circled and not checked
1 vote -
Ability to Change Time Zone for Timestamp in Signature Certificate
The ability to change the time zone of the timestamp for the certificate of signature. The time zone can be changed but it may confuse users and signers since time is different as it shows as UTC
1 vote -
Abilities to simply stop reminders and to temporarily pause reminders on a specific sent quote
It would be nice to have both the ability to simply disable the 'sign this quote' reminders for a particular quote that has been sent and also to temporarily pause the reminders for a particular amount of time if the customer gets annoyed or requests it to stop.
The workarounds are not good enough.
1 vote -
1 vote
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Fields placement adjustment
There should be a way to align the fields' positions with each other. If we add multiple fields one under another, we can change their position using the spacebar key, but even then, the fields' position isn't completely aligned.
1 vote -
Improve Template Click Workflow
Clicking on a template title should create a new document by default. Editing the template should live under the “More” dropdown. This would align with common UX expectations and reduce accidental template edits.
1 vote -
Change the Pandadoc contract status to "declined" when the HubSpot deal stage is equal to "closed lost"
If a deal is lost, I would like the related contract in Pandadoc to be updated automatically from "Sent" or "Viewed" to "Declined" when the HubSpot Deal Stage is moved to "Closed Lost". This would help us organize our contracts - without this automation we have to manually set the status when we lose a deal, making it more time consuming. If these were automatically set to "Declined" we could also automatically send them into a "Lost" folder for analysis to learn what went wrong with these proposals. The automations offered need to go both ways, not just Pandadoc -->…
1 vote -
Installment: Allow custom percentage or percentage with decimal
Right now, when setting up installment schedule, you can only set whole number percentages. Allow custom percentage or percentage with decimal like %5.2
1 vote -
Custom Hyperlink colors in the Quote Builder
Allow folks to choose what colour hyperlinks are.
1 vote -
On the document viewer page add a link to force out a reminder email.
On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.1 vote
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