6492 results found
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Send reminders only when document is in sent status, not draft.
Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.
1 vote -
Check Box in PandaDoc based on Salesforce Selection
Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)
1 vote -
update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
4 votes -
Document.Value is calculated from a template rather than individual documents
Document.Value is calculated from a template rather than individual documents
1 vote -
option for recipient to save the signed document to their own PandaDoc account
option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.
2 votes -
Edit the email of the sent document then auto resend it after it was changed
Edit the email of the sent document then auto resend it after it was changed
2 votes -
Bundle document in Salesforce PandaDoc module
Ability to click on the "+ Document" option in Salesforce's PD module
2 votes -
ability to show/hide one of the descriptions based on a language property in HubSpot
ability to show/hide one of the descriptions based on a language property in HubSpot
1 vote -
attach bundle documents as a single file upon completion
attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")
now they are attached as separate files
8 votes -
2 votes
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Email notification for Sender to verify that the document is sent
email notification that the document is sent
6 votes -
Ability to sort activity column to see "awaiting signatures"
provide a way to SORT the activity column
1 vote -
Disable option for $ in a discount column
Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.
1 vote -
Search field within PandaDoc inbox.
Search field within PandaDoc inbox.
1 vote -
Halo PSA
Integration with Halo PSA
1 vote -
Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
286 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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smart content in header
be able to add smart content into the document header
5 votes -
Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
5 votes -
2 votes
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1 vote
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