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  1. 7 votes

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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

  2. 5 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Allow Radio buttons with empty/null labels so they could be overlayed on top of an imported PDF Form (without the labels interfering with the form labels)

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  3. 5 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are *not* shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  4. 3 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  5. 4 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  6. 9 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  7. 44 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  8. 8 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  9. 10 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  10. 87 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  11. 16 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  12. 7 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  13. 10 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  14. 5 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  15. 3 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  16. 6 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  17. 6 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Client would like to display a pricing schedule based on the total value of our advanced quote table (or our legacy pricing table), to show a dynamics set of milestones and associated payment-due amount for each milestone. Payment-due could be either a fixed amount, or a percentage of the linked table total

  18. 2 votes

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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 
  19. 28 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Also, need advanced quote data in other iPaaS tools (Workato, Make, etc...) and for PandaDoc webhook payloads and for GetDocumentDetails API endpoints, and for PandaDoc Automations (to write back line-items into CRM)

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  20. 13 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·