4109 results found
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AI driven auto-fill using prior answer
AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.
4 votes -
Tick box near variables so if selected it automatically copies variables from somewhere else on the form to avoid duplicating work
We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'
1 vote -
Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
24 votes -
Save chat so you can return to it after leaving the window
Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.
3 votes -
Wave
can pandadoc to integrate with "Wave" an invoicing / payment platform
3 votes -
1 vote
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Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
9 votes -
email validation supports extended email formats
the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)
3 votes -
pull the value to variables with Zapier
pull the value to variables with Zapier
9 votes -
Pricing Table Integration: Ability to automatically pull products from data merge as optional
Pricing Table Integration: Ability to automatically pull products from data merge as optional
6 votes -
Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
26 votes -
Pass product description from Pipedrive to PandaDoc pricing table
Pass product description from Pipedrive to PandaDoc pricing table instead from comments
32 votes -
Transfer data from multiple documents to a new document
The ability to transfer data from multiple documents to a new document.
5 votes -
cache local document changes
Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.
1 vote -
AvaTax (Avalara)
Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.
6 votes -
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
Ability to send doc to unknown signatories
Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)
6 votes -
prompt when you there is no account registered for that email address
when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link
2 votes -
[Hubspot] Create a document from a predefined object in Hubspot only
A customer wants to decide in which object their sales team is able to create documents.
3 votes -
Sync Pricing Table with Hubspot Deal Amount
It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
Thanks1 vote
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