7080 results found
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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 -
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 -
1 vote
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Delete Blank Pages from PDFs
Be able to delete a blank page from a completed document PDF
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 -
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 -
Ability to generate a report on the number of documents edited after being sent.
Ability to generate a report on the number of documents edited after being sent.
1 vote -
Roles VS Licenses Info
A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform
1 vote -
Salesforce: use custom field in merge rule
Option to use custom fields in merge rules
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1 vote
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Integration option for Invoice ASAP
Will allow the user to integrate PD to Invoice ASAP
1 vote -
HubSpot Activity will show if a video is played on the document, not just if a document has been viewed
- HubSpot Activity will show up if a video is played on the document
1 vote -
Make it easier to locate a template in the PandaDoc dashboard using the template id.
Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.
1 vote -
Forms that do not show the creator's name on email notifications when they are sent out.
The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.
1 vote -
1 vote
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