6986 results found

1. Categorize Saved Messages

   Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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2. SMS: Notification

   ability to enable sms notification when documents are sent, viewed and completed

   4 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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3. Payment Integration: Connect Booster

   Integration with Connect Booster as a payment gateway.

   2 votes

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   0 comments  ·  Payments  ·  Delete…  ·  Admin →
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4. Arabic Numbers in Pricing Table / Quotes

   Option to use Arabic numbers in pricing tables/quotes

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   0 comments  ·  Localization  ·  Delete…  ·  Admin →
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5. Add a Cover Page without any content blocks on it / add blank cover page
   2 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. Automatically remove unfilled variables before clicking the Send button

   Automatically remove unused variables

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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7. Ability through API to toggle on/off the payment gateway for a document

   Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.

   1 vote

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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8. Contract Repository: Fill in data field values for templates/documents in bulk.

   Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Enable User Groups for Permissions and Workflow Management

   For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
   I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.

   9 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. Add and remove line items in Pipedrive whenever a document status changed

    Add and remove line items in Pipedrive whenever a document status changed

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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11. Mandatory Completion of Smart Block

    It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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12. Form csv download filtered range of dates

    Please provide an option to filter by a range of dates to download completed form data in a csv file.

    With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(

    If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.

    Thank you for considering this request.

    Please provide an option to filter by a range of dates to download completed form data in a csv file.

    With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(

    If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.

    Thank… more

    1 vote

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    0 comments  ·  Forms  ·  Delete…  ·  Admin →
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13. Discount variable in pricing table

    The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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14. Do not override template currency with the HubSpot currency when importing products from HubSpot

    Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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15. Payment pop-up app after the signer signed the document

    The customer would like the pop-up box for the payment to appear right after the signer has signed the document (not when the signer opens the document)

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    2 votes

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    0 comments  ·  Payments  ·  Delete…  ·  Admin →
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16. Apply section-level % discount to all the recurring payments, not just the initial payment

    Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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17. Automations: add the PandaDoc URL to the HubSpot Deal Field

    Automatically add the PandaDoc URL to the HubSpot Deal Field

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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18. PandaDoc Plugin to other Website: PestPac

    Link Pandadoc to PestPac

    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. Do not send the recipient an email containing the document when they start to fill out a form

    Do not send the recipient an email containing the document when they start to fill out a form

    2 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!

    Smart Forms

20. Only direct the recipient to the payment if they select a certain checkbox

    Only direct the recipient to the payment if they select a certain checkbox. For example I have Stripe payments sent up. If I sent someone a document to sign and they select credit card on the document I would like them brought to the Stripe page to pay. But if they select wire transfer they would not be brought to the stripe payment page.

    2 votes

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    0 comments  ·  Payments  ·  Delete…  ·  Admin →
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