7202 results found
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Custom roles for different sales teams and users
I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization
6 votes -
A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
6 votes -
[Master settings] Autoreminders enablement
The option to implement auto-reminders to all the templates and documents created before the option is enabled.
6 votes -
Sending the document to CC without sending it to the first signer
Send the document to CC and give him the possibility to transfer the document to the first signer.
6 votes -
Display Vimeo Video Thumbnail on PDF
Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.
5 votes -
Autofill the signature field with previously used signature by the signer
the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.
5 votes -
[Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.
After a Word document is imported, line spacing is not kept.
5 votes -
Option to Disable Payment Reminders for Individual Documents
Option to Disable Payment Reminders for Individual Documents.
5 votes -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
5 votes -
Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace
Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.
This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.
5 votes -
Continued numbered list with letters
The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.
5 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
5 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
5 votes -
SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
5 votes -
Rooms: Customize Room Link (URL)
Option to customize / white-label Room URLs.
5 votes -
Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable
Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.
5 votes -
Rooms notification for past due task
Customer would like the rooms to have an additional notification to their client when they are already past due with the task.
5 votes -
Pass specific currency formatting to PandaDoc
At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.
This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.
5 votes -
Link conditional fields
Option to link fields in case the condition is applied:
I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field5 votes -
Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients
The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.
5 votes
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