6797 results found
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PandaDoc incoming email which accepts documents from clients to be stored in PandaDoc
We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.
Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.
1 vote -
Remove a line item in the pricing table if a rule is not met
set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)
2 votes -
Remove/turn off the "most recently used" templates option in Pipedrive
remove/turn off the "most recently used" templates option in Pipedrive
2 votes -
Do not send automatic reminder if the manual reminder was sent
Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document
1 vote -
Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.
Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.
1 vote -
HubSpot: setup variable formatting
HubSpot variable should have capability to exclude values of zeroes after the decimal point
1 vote -
Connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement
connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement
1 vote -
1 vote
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Conditional fields for content library
Conditional fields for content library
30 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Table of Contents for all documents that are bundled as one document.
Table of Contents for all documents that are bundled as one document.
1 vote -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
8 votes -
1 vote
Hi,
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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How can I mark a proposal complete if the person signs up another way, like on the phone?
How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.
1 voteHi,
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 click the link below! -
Multi-year Discounts for Subscription Pricing
We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.
1 vote -
PSRE certified
Become PSRE compliant (Indonesia)
1 vote -
Display Card details field conditionally based on the value of the variable
Display Card details field conditionally based on the value of the variable.
For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.1 vote -
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.
1 vote -
The ability to splice existing paragraphs in a document
The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.
2 votes -
Automatically apply the signer's name to the document completion notification
Automatically apply the signer's name to the document completion notification
2 votes -
Import from CRM option for sent and viewed documents
Option to update values from Salesforce via Import from CRM option for sent and viewed documents
1 vote
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