7161 results found
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9 votes
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Global setting: turn off notifications of manual status change
The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).
9 votes -
Edit PandaDoc in Draft Status From Within HubSpot Deal
Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.
9 votes -
Refund option via PandaDoc
Refund option via PandaDoc.
9 votes -
Adjust expiration warning timeframe
Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.
9 votes -
9 votes
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Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
9 votes -
Save CC details via payment app
The option to save clients' CC details via payment app (payment block).
9 votes -
Reduce Size of Video Block / Change video aspect ratio
You should be able to reduce the size of a video block
9 votes -
9 votes
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Significantly speed up document loading speed, decrease clunky processing times
The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.
9 votes -
Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
8 votes -
Add an endpoint to enable retrying webhooks via API
Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.
Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.
Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.
8 votes -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
8 votes -
Creating rooms through API
The ability to make rooms utilizing API
8 votes -
8 votes
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Variable in Document Name/Title within the bundle
Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.
8 votes -
8 votes
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[Bulk Action] Apply Automation to All Templates at once
A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.
8 votes -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
8 votes
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