7324 results found
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Zoho: keep document when the Lead is converted to Contact
When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.
1 vote -
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.
1 vote -
Reporting on only deleted documents
Customer would like to generate a report for deleted documents alone
1 vote -
Make the Pandadoc contract ID search available
Search for a contract using Pandadoc contract ID data
1 vote -
Federated setup
Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.
1 vote -
Xero Practice Manager integration
Native integration with Xero Practice Manager
1 vote -
Set date field manually then make uneditable
Have an option to manually set the date field and make it uneditable.
1 vote -
1 vote
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Detailed information on delete function
Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.
1 vote -
Set a specified text block size
Ability to set a specified text block size for documents/templates as duplicating one text block does not always work for every client's use case
1 vote -
1 vote
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Pricing table: align numbers in total and in the table
Option to align the numbers in the total and in the pricing table itself
1 vote -
Delete Blank Pages from PDFs
Be able to delete a blank page from a completed document PDF
1 vote -
Serialised inventory in CPQ
Serialized Inventory refers to the practice of assigning a unique identification number or code (known as a "serial number") to each individual item in an inventory. This allows for precise tracking and management of each specific item from manufacturing through sale, and sometimes even through the item's end-of-life.
1 vote -
Bulk Send Reporting: Recipient URLs
I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.1 vote -
Route failed deliverability notification to document creator
Ability to route failed deliverability to other email address
1 vote -
Create multiple documents both from template and PDF via API
Create multiple documents both from template and PDF via API
1 vote -
The ability to add page numbers to certain pages only
For example, some pages are section dividers and should not have page numbers.
1 vote -
Ability to modify/ edit signers after they have signed/ finalized their part
Ability to modify/ edit signers after they have signed/ finalized their part
1 vote -
Dynamics 365 enhancements and automation
Ability to Initiate the signing of a document based on a template when a record is created in Dynamics 365. This process may involve one or more custom tables as the base record not necessarily lead or quote.
We need to monitor the signing status within the same record, capturing information about signatories and those who are still pending signature.
We must send the document on a particular event we define in our business process. This won't be a manual trigger.
For example, when a process reaches a particular stage, we need to trigger the document 12 hr after the…
1 vote
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