4071 results found
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5 votes
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Radio Buttons -Hide the Option Text
Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.
3 votes -
add tags to multiple documents
adding tags to multiple documents
10 votes -
Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
3 votes -
Ability to pass variables to a pricing table on a template when creating a document using Zapier.
Ability to pass variables to a pricing table on a template when creating a document using Zapier.
3 votes -
2 votes
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Pricing Table - Payments based on Milestones being met
Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.
3 votes -
Sender review payments before processing
The ability for the sender to review recipient payments before processing payment.
i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.
3 votes -
Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
3 votes -
Change the name of the form to one of the fields within the form
Ability to change the name of the form to one of the fields within the form.
2 votes -
Publish forms without the fields being assigned to a role
Ability to publish forms without the fields being assigned to a role.
2 votes -
Option to set up a specific subdomain for everyone who joins a workspace
When a user joins a workspace, they will automatically be assigned a specific subdomain.
2 votes -
Stripe API to Existing Products and Customers
Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...
7 votes -
Ability to create a task in ClickUp for every time a Pandadoc Form is completed
An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️
2 votes -
Fill in variables on the template level
Ability to fill in variables on the template level
3 votes -
Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
25 votes -
Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
2 votes -
2 votes
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2 votes
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Ability to use "consists" or "startswith" in smart content .
Ability to use "consists" or "startswith" in smart content .
2 votes
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