5360 results found
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Allow recipients to revisit unfinished forms without having to restart the form process.
Allow recipients to revisit unfinished forms without having to restart the form process.
16 votesValeryia Baranava responded
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3 votes
Lindsey Schocke responded
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Generate link for draft document
The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.
4 votes -
Filter manually completed documents via API call
filter out manually completed documents from the GET documents API call?
3 votes -
Clover
New integration: Clover Payment gateway
11 votes -
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
2 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
25 votes -
Tally for Forms as Survey
ability to provide tally for Forms if used as a Survey
2 votes -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes -
Require Either/Or Fields to be Completed
It would be really useful to require one field or another to be completed, but not both.
An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.
2 votes -
2 votes
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The option to add telto link
The option to add linkable phone number via telto link so once you press on the link the system opens the default application for calls (if any). For now, we have only mailto link implemented.
1 vote -
quote builder block for cash, card and finance charges
Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.
3 votes -
Ability to Reorder Templates by Drag and Drop
I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.
7 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
8 votes -
4 votes
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Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
4 votes -
SKU to be included in the item name
Include SKU in the item name when an item is selected from the catalog to be added on their pricing table
1 vote -
show attachment via API when the document is completed manually
show attachment via API when the document is completed manually
2 votes -
Ability to update a signer without clearing all the fields.
Ability to update a signer without clearing all the fields.
4 votes
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