183 results found
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1 vote
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Dropdown workflow
Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.
1 vote -
Attach a completed document to a new one: link documents conditionally
Completed document being sent to a placeholder of a new document
10 votesHello Ksenia,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
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1 vote
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Automate Reporting
Identify which documents are still waiting to be signed and email it as a report automatically
9 votes -
4 votes
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when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details
I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that
1 vote -
automatically change document status to Completed
automatically change document status to Completed
7 votes -
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.
4 votes -
HubSpot variables
If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable
3 votes -
Field location based on text matching
For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.
1 vote -
Balance payment request
When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.
2 votes -
update a deal status in hubspot when using a bulk send
update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.
4 votes -
Alerts/Notification when a reminder / signing order email has been sent to the recipient
Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.
11 votes -
2 votes
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Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.
Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.
14 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc. -
1 vote
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Conditional content around pricing table and new pages added
I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.
14 votesHi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.
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Gradually unlock next pages for the recipients
Unlock the next page after the user submits all the fields on the previous page
2 votes -
can the Fee column be automated from the catalog
can the Fee column be automated from the catalog
3 votes
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