6985 results found

1. Bypass recipient information input in forms

   The ability to enable recipients to not have to input recipient information before singing a form

   4 votes

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   1 comment  ·  Forms  ·  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 via your PandaDoc account. For more information, please click the link below! 

   Smart Forms

2. Payoneer Integration

   I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

   Here are some key benefits of integrating Payoneer with Pandadoc:

   Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

   Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are conducted in a secure environment. Integrating Payoneer into Pandadoc would provide an additional layer of security for payment transactions within the platform.

   Faster Payments: Payoneer facilitates faster cross-border payments compared to traditional methods. With this integration, Pandadoc users can enjoy quicker and more efficient payment processing, improving overall workflow speed.

   Enhanced User Experience: The integration of Payoneer would simplify the payment process within Pandadoc, offering users a more cohesive and user-friendly experience. This added convenience can contribute to higher user satisfaction and retention rates.

   Flexibility for Businesses: Businesses often deal with clients and partners across the globe. Payoneer's integration in Pandadoc would provide businesses with the flexibility to send and receive payments in a way that aligns with their global operations.

   I believe that integrating Payoneer into Pandadoc would be a strategic move, aligning with the growing demands of businesses operating in a globalized marketplace. It has the potential to attract more users and enhance the overall value proposition of Pandadoc.

   Thank you for considering this suggestion. I am confident that this integration would be a valuable addition to Pandadoc and greatly benefit its user community.

   I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

   Here are some key benefits of integrating Payoneer with Pandadoc:

   Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

   Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are… more

   8 votes

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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. Option to only allow ACH payments via Stripe

   It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

   13 votes

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   0 comments  ·  Payments  ·  Delete…  ·  Admin →
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4. [Hubspot] Pass Phone and Title for deal owner

   For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.

   2 votes

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5. Cash App integration for payment option

   Cash App integration

   3 votes

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6. Text block conditional logic

   The ability to have conditional logic on text block not just text fields.

   5 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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7. Comments on templates

   I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

   5 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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8. Variable in Document Name/Title within the bundle

   Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

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   5 votes

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9. Add payment status to the document.

   Add payment status to the document itself.

   1 vote

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   0 comments  ·  Payments  ·  Delete…  ·  Admin →
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10. Stripe: ability to stop recurring payments through PandaDoc

    Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    4 votes

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    0 comments  ·  Payments  ·  Delete…  ·  Admin →
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11. Webhook History: Add Document UUID Column

    When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.

    Please not only show the Document ID but also provide a means to filter based on it.

    Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.

    As an exercise to prove my point, try and locate the most recent webhook for document CtRxhVAGZWsz5Rj54k8b7Z. A typical request from my users might look like this - "The contract was executed sometime around 10 AM on September 27." This assumes that the webhook went out within seconds of then. If there was a late delivery and the webhook went out an hour later...I'm spending enormous amounts if time trying to find the needle in the haystack.

    When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.

    Please not only show the Document ID but also provide a means to filter based on it.

    Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.

    As an exercise to prove my… more

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    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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12. Integrate PandaDoc with Salesforce Starter Edition
    1 vote

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13. E-biz payment gateway
    2 votes

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14. Pass currency from various objects in Salesforce, not only Opportunity

    We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.

    (here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)

    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    79 votes

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    14 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

16. Edit sent document via API

    Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Delete…  ·  Admin →
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17. Salesforce automations: Draft status as a trigger to move a document to notes and attachments
    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Disable workspace banners

    The ability to disable the banners that pop up in the workspace (unrelated to billing banners).

    i.e attached image

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    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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19. [Pricing table] option to change the size of the image
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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20. Integration with SAP (S4HANA)

    Integration with SAP (S4HANA)

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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