2930 results found
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Create a PandaDoc Room when deals reach a certain stage in HubSpot
Create a PandaDoc Room when deals reach a certain stage in HubSpot
3 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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HubSpot: automatic document creation
Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.
4 votes -
7 votes
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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:
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Manually completed document audit
Group manually completed documents in one folder or create a tag for them by default
4 votes -
71 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
16 votes -
Automations with Hubspot: automatically send document when deal stage changes
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
6 votes -
4 votes
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7 votes
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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 -
4 votes
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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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4 votes
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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 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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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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Ability to append first.last name of recipient in subject line
We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "
Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.
Thank you for considering it.
2 votesHi,
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! -
Send document using 3rd party email
Ability to send documents using 3rd party email instead of Pandadoc email
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:
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8 votes
Hi. 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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Retrieve Bundled products' SKUs via API
Ability to retrieve the data of products within a Product Bundle via API
5 votes
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