7315 results found
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Installments: custom interval
Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.
9 votes -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
8 votes -
Set value to 0 to not require payment
When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.
4 votes -
Report on Shared Templates
Ability to run a report that shows which templates/folders have been shared and to which workspaces.
1 vote -
3 votes
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Form prefill from the host websites
Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website
2 votes -
Automations: when a form is completed, the finalized document should be automatically transferred to a specified Room
Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.
2 votes -
Zendesk Support Automation: If there's a new ticket submitted then it will create a document
Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document
2 votes -
Presentation mode: interactive quote builder
Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.
2 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
2 votes
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2 votes
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Option to setup different pricing for recurring charges
Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)
6 votes -
[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
28 votes -
2 votes
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Conditionally require fields based on custom variables
Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.
Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.
I tried setting…
1 vote -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
14 votes -
Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
3 votes -
Friendly Payments Payment Gateway
I was wondering if it's possible to integrate with a company called Friendly Payments?
2 votes -
ECS Payments
ECS payment gateway option
2 votes
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