7313 results found
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Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
15 votes -
Replace source file for Forms [Workaround in comments]
For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf
15 votes -
edit sent documents via mobile app
edit sent documents via mobile app
15 votes -
Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
15 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
15 votes -
create a report from the documents created per recipient
create a report from the documents created per recipient
15 votes -
QR Code (or barcode) on form instead of link
Ability to use QR code instead of link for forms
15 votes -
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
15 votes -
15 votes
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Convert Cover Page to Content Page
Client would like the ability to convert a cover page to a content page.
15 votes -
signature and document forwarding in forms
signature and document forwarding in forms
15 votes -
Direct video uploading
Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)
15 votes -
waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
15 votes -
Improve Product Catalog
product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).
15 votes -
15 votes
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More filters for documents
Sort the document by status and direct period of time.
15 votes -
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
15 votes -
15 votes
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Use excel to fill variables
Use excel to fill variables
15 votes -
15 votes
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