7648 results found
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Webhooks: The ability to see who are the collaborators on a document or a webhook kick off when someone is added as one
"Is there is way to see who is collaborator on a document or a webhook kick off when someone is added as one? The update document trigger event does not seem to notice when a collaborator is added to a document. "
1 vote -
Support for 3-Object Token Merges and Custom Object Sync in HubSpot
We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).
We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.
Can you please request or enable:
The ability to pull tokens from three associated HubSpot objects, and
Support for syncing and using tokens from custom objects like our “Suites” object?
This would help us generate complete lease documents directly from HubSpot.
Thank you!
1 vote -
1 vote
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1 vote
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Reduce Whitespace in Quote Builder
Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.
1 vote -
Make KML files a supported file for attachements
We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.
1 vote -
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
1 vote -
Ability to sort folders/files in PandaDoc Room
When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
01Contract
02Onboarding Docs
03Kickoff Call Notes
04Deliverables
05_FAQ Resources1 vote -
Ability to unzip files with overly long file names
Be able to to unzip downloaded files with overly long file names.
1 vote -
"Back" in browser exits Rules Builder inside Quote Builder back into menu. Stop this
When editing the details the rules inside of a quote, make "back" take you to the quote page, rather than exiting out of the template altogether
1 vote -
[Variables] more options for the Role variables/apply custom variables to the role
More options for the Role variables/apply custom variables to the role
1 vote -
copy all completed docs to sharepoint
Instead of just making templates available to download automatically to Sharepoint, please make it to where we can assign sharepoint folders to all documents. Example: if I have a folder titled Proposals in my Sales Workspace I should be able to assign an automation that any document added to that folder also uploads to Sharepoint. Also, there should be a way to assign a folder to all signed docs. Example: I send a document that isn't a template, after it is signed it automatically goes to a backup folder in Sharepoint.
1 vote -
An option to see API requests on a monthly scale. I want a visualizer that can go up to past 7 days or past 14 days
An option to see API requests on a monthly scale. I want a visualizer that can go up to past 7 days or past 14 days
1 vote -
Automatically assign fields when signer is changed
Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.
1 vote -
insert PDFs at a specific location within a template
To be able to insert PDFs at a specific location within a template.
1 vote -
Can we automate sending of the contract based on a Hubspot action or a Deal Stage change
Can we automate sending of the contract based on a Hubspot action or a Deal Stage change
1 vote -
webhooks to detect duplicated documents
I was wondering if the webhooks can detected dupilcated documents, I am trying to track when a duplicated documents and make a workflow and when I complete a duplicated document it doesn't seem to pick it up when I test the webhook.
1 vote -
[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
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