7614 results found
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36 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Pause document from receiving signatures
Pause the document after 1 signer if you do not want other people to sign yet
1 vote -
1 vote
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Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
21 votes -
Conditional Charging Logic
The ability to do a surcharge for credit cards but not ACH
7 votes -
Push Form document to Salesforce
Associate a completed Form response to a Salesforce record.
5 votes -
Full Document History after clearing fields
If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.
5 votes -
Passing separate unit discount from Hubspot
There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.
6 votes -
Remove account owner from emails about billing/invoices/payments/receipts
Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Block ' assign' fields
Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.
5 votes -
14 votes
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Merge rules for Line Items populated from Hubspot
Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments
4 votes -
Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import
Bulksend: the option to pass custom information from CSV to the fields (not to the variables).
10 votes -
Acumatica
Integration with Acumatica
22 votes -
Create documents only
Ability to sell create doc only feature
1 vote -
Docusign
native ERP connection with Docusign
1 vote -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
2 votes -
Duplicate pricing table rows
The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.
24 votes -
5 votes
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Ability to add the reference number on PandaDoc docs
Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs
5 votes
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