205 results found
-
Automate the signature when the initial signer has completed the document
If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.
5 votes -
Automations: save PDF of the document to Desktop
Option to set up the automation to save PDF to a folder like Desktop on your local PC
1 vote -
1 vote
-
Ability to download the documents to a local storage automatically on the daily basis.
Ability to download the documents to a local storage automatically on the daily basis.
2 votes -
Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.
Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.
1 vote -
1 vote
-
The ability to change pricing table description formatting on the template level so it affects all documents.
For example, the description text comes in grey automatically -- and the client would like the color to be black automatically instead of having to change it in each document.
1 vote -
Option to edit a document that will take effect on all sent docuemnts
Option to edit a document that will take effect on all sent documents.
- will allow the user to edit specific document that will also take effect on same sent docuiments
1 vote -
The ability to automatically have a document sent once a payment is made in Stripe.
Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.
2 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
18 votes -
1 vote
-
2 votes
-
Generate a bundled document transaction based on smart content
Use smart content to generate a bundle documents
ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
if product A selected (data security terms, product description, agreement)1 vote -
1 vote
-
1 vote
-
1 vote
-
1 vote
-
1 vote
-
Dropdown workflow
Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.
1 vote
- Don't see your idea?