7241 results found
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Google sheets integration: variable in the email message
Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration
2 votes -
Import JSON to create a template
Option to import JSON to create a template:
I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.1 vote -
1 vote
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Email notification that the document has been received
Customer would like to a notification that recipient has receive the document
2 votes -
Ability to pull values from completed Pandadoc Forms and create/update values in selected Google Sheet
This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )
3 votes -
Ability to add contact details from Monday deal
Pandadoc X Monday.com
On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…
5 votes -
duplicate conditional fields with rules
duplicate conditional fields with rules across all pages
2 votes -
Allow recipient to download as .docx
Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.
4 votes -
Access PandaDoc through Teams within Dynamics app
Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.
1 vote -
1 vote
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SherpaDesk
SherpaDesk integration
1 vote -
Identity verification before notary session
face verification/identification similar to recipient verification
6 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Ability to send documents with unresolved suggestions.
Ability to send documents with unresolved suggestions.
3 votes -
Receive Emails, Notifications, Text for any Product Updates
Receive an email or text if there are new implemented feature changes/updates.
3 votes -
1 vote
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Ability to shrink content blocks even more
Ability to shrink content blocks even more
4 votes -
Automatically pre-assign a template role with the contact owner email from HubSpot
Automatically pre-assign a template role with the contact owner email from HubSpot
1 vote -
ACT CRM
Ability for PandaDoc to integrate with ACT CRM
1 vote -
Disable all internal notifications for Admin/Account owner
Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)
1 vote -
Access public documents by filling out the email address (not a form).
Access public documents by filling out the email address (not a form).
1 vote
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