6986 results found
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2 votes
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2 votes
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Payment Gateways for EU servers
Option to have payment gateways for EU servers
5 votes -
Pull the value to fields with Zapier
Pull the value to fields with Zapier
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- In the PandaDoc template, click on a field, select Properties on the floating panel
- Next, add the name to the Merge field
- As a result, the field will appear in the Zapier step
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Ability to resend multiple unsigned documents to a recipient within one transaction or email (not bulk send)
Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipientCurrent workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates
Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process
2 votes -
2 votes
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Percentage of the completed and declined documents in the Home page
Percentage of the completed and declined documents in the Home page
2 votes -
Automatically create a new Room when a new client is added
When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".
3 votes -
Document Status Update for Paid Installments
A document status or indicator on the document when part of the installment has been paid.
3 votes -
Use variable (with the link) in redirect feature
Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?
2 votes -
Smart form in Zapier Trigger
Transfer Data from Smart Form to Zapier Triggers
2 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
Sign documents directly on Monday.com
The ability to sign documents in CRM iFrames without having it open a new tab.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Open your task on Monday.com and click on the item you’d like to create a document from.
- Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down.
As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.
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Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.
Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.
3 votes -
Pricing Tables: option for the recipient to select payment terms
We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.
For the time being, we have added this set of radio buttons and an invitation to get in touch.
1 vote -
Unhide cost column by default
Unhide the cost column by default
3 votes -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
11 votes -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
Decline document button for UI more obvious for recipients
Make decline document button more obvious in the UI
3 votes -
Export data from a fields to a predefine PDF with data from their own app
The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.
2 votes
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