7120 results found

1. pass category field from ZOHO product into pandadoc pricing table

   pass category field from ZOHO product into pandadoc pricing table

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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2. Integration with Redsys (payments)

   Redsys integration

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   Idea  ·  3 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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3. Authentication process for approver

   Authentication procedure for approver (password, etc).

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   Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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4. Document/signature forwarding is allowed to specific recipients

   Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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5. List documents endpoint

   API: List documents endpoint

   The option to show:

   1) total number of pages
   2) total number of documents

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   Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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6. Key-based digital signature

   Key-based digital signature for PandaDoc: https://helpx.adobe.com/acrobat/using/certificate-based-signatures.html

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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7. change color of font on recipients end for filling in fields

   change color of font on recipients end for filling in fields

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   Idea  ·  0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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8. Auto page size adjustments

   Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

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9. Master settings: edit multiple Workspaces at once

   Allow editing several WS at once.

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Choose a folder in which documents created from HubSpot will appear
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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12. Sequence number change

    Possibility to change sequence number after the document has been sent.

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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13. Payment block without configured gateways

    Option to use Payment block without configured gateways.

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Make the upload field contents available to all recipients
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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15. Add value on textfields using CRM variables
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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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18. Ability to bulk download all signed documents from HubSpot
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. Option to Disable Payment Reminders for Individual Documents

    Option to Disable Payment Reminders for Individual Documents.

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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20. Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025

    When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc CRM card.

    PandaDoc document metadata cannot be edited, so users are unable to re-link any existing PandaDoc documents to the new HubSpot object created by the merge process.

    For example, see reported issue in HubSpot Community Forum: https://community.hubspot.com/t5/Third-Party-Apps/PandaDoc-no-longer-visible-in-Merged-Contact-Record/m-p/1121922#M422

    Suggested solution: The updated HubSpot merge functionality saves merged object IDs in the hsmergedobject_ids property. If the PandaDoc integration were updated to display all documents on the CRM card where the document metadata HubSpot ID matches the current object ID OR any of the merged object IDs, all associated PandaDoc documents would appear on the CRM card on the new object.

    HubSpot users please upvote this issue so that PandaDoc documents appear on merged Contacts and Companies.

    When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc… more

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    1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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