7405 results found
-
[Workflows] Add dynamic content in the email message body
Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.
1 vote -
Integration with Flywire
Payment Integration with Flywire
3 votes -
3 votes
-
Quote builder: ability to use fractional numbers within the QTY column.
Ability to use fractional numbers within the QTY column in the quote builder
4 votes -
Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
3 votes -
4 votes
-
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.
91 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Template tags visible in PandaDoc module in HubSpot
Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.
2 votes -
Folders appear on the Home page
Folders appear on the Home page
4 votes -
Ability to remove a signer after document has been sent
Ability to remove a signer after the document has been sent
7 votes -
7 votes
-
Disable alignment bar on fields
The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.
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 link below:
-
Mercury Bank payment gateway
Adding Mercury Bank as a payment gateway to PandaDoc's integration.
2 votes -
Hide suggest edits history from recipient
The customer would like to hide or remove edit suggestions history from the recipient's view.
2 votes -
Pass the Salesforce currency variable to display only the currency symbol
The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead
2 votes -
Ability to select the signer in the recipient group
Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.
2 votes -
The ability for the recipients to view and download document versions
The ability for recipients to view and download document versions. The feature would allow recipients to download a version of the document that highlights any amendments or changes made.
2 votes -
HubSpot integration - signature completion status change for multiple signers
HubSpot integration request:
We are requesting the status trigger from PandaDoc to HubSpot to be available for BOTH client and countersignature in a single document. Currently there is only one status of "completed" for one of the two signatures but not both. This may require a new "status" option such as pending final signatures if one signature is complete, but we are waiting on the second one for the document to be fully "completed".
Ex: If you set up the quote to be "completed" after client signature, we can move the deal in HubSpot. Likewise we can mark as completed…
1 vote -
Populate signature automation
Looking for an automation in PandaDoc where the system would trigger signatures depending on the amount entered in a field. Example: If the amount entered in a form field is above $5,000.00 it would trigger an RVP signature to be activated since it will be needed to complete the document. Likewise, if it is over $25,000.00 in that same field, it would need to have both the RVP and SVP signatures activated. On the flip side, if it is less than certain amounts, we would not need those RVP/SVP signatures.
1 vote -
Making the first and last names required in Contacts
The client would like to make the first and last names required when creating or adding new contacts, as the only currently required field is the Email Address. This change would help avoid displaying the email address in signatures instead of names.
1 vote
- Don't see your idea?