7239 results found
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Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
Hide Sender's email in Document Notifications
Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.
5 votes -
Pricing table: add a fee only to one line item
Option to add a fee only to one line item and exclude all other items
1 vote -
Conditional signature field: once the customer signed the document, show additional fields
If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?
1 vote -
1 vote
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Option for Tailored discount
- will allow he user to set tailored discount based on a specific factor
2 votes -
Conditional discount based on recipient
Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost
2 votes -
2 votes
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Option to generate a payment link
- Will allow the user to generate a payment link
3 votes -
Fillable field - automatically expanding while recipients type on it
automatically expanding while recipients type on it
5 votes -
1 vote
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Redmine
Integration with Redmine
1 vote -
Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
13 votes -
Auto delegate Signatures & Approvals
Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.
5 votes -
Workbooks
Integration with workbooks
1 vote -
Hide empty rows from a table automatically
A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.
1 vote -
Ability to track multiple payments on one contract.
Ability to track multiple payments on one contract.
3 votes -
Google documents <> PandaDoc sync
To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.
3 votes -
Ability to sum pricing table variables across multiple tables
I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.
5 votes -
Collect credit card information via a text field and be able to validate that it's a correct credit card number
In case the client enters a credit card number that's incorrect, be able to validate it.
4 votes
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