7202 results found
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Automation: Send completed document to other recipients
I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.
For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)
1 vote -
Conditional Fields: Smart Formatting
Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.
3 votes -
Hide product description in Pricing Table
Hide product description in Pricing Table
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 check the video:
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Automatically add products selected in Quote Builder to a Pricing Table
Automatically add products selected in Quote Builder to a Pricing Table
2 votes -
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
2 votes -
When Offer status in Greenhouse changes to Rejected - mark document as Declined in PandaDoc
When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc
2 votes -
2 votes
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Pass Document Status Into a CRM Field
The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.
2 votes -
HubSpot: Use child company tokens when creating a document in the associated parent company
Use child company tokens when creating a document in the associated parent company
2 votes -
Embed document iframe within the editor
Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.
Example of this mock up attached
2 votes -
Receive results suggest edits email notification before receiving the document to sign email
Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign
2 votes -
2 votes
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Tag documents appearing in HubSpot
To have a tagging for documents appearing in HubSpot, have multiple types of documents (proposals, contracts, agreements, etc.) be able to quickly differentiate between them in HubSpot without relying on each individual user to properly name the documents they generate
1 vote -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
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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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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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.
85 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Rooms: Replace Home Page Template
Option to replace the Home page in a Room with another template without having to create a new Room from scratch.
2 votes -
PandaDoc notary in Germany
PandaDoc notary option in Germany
2 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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Notes for contacts on the Home screen
Notes per contact to show on Home screen, in client's words:
I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:
8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…
2 votes -
Bulk Update: Currency
Bulk Update document value and currency
2 votes
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