7208 results found
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View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
Recipient Groups in Forms
We would like to use recipient groups in Forms. Currently, they are only available on documents.
2 votes -
Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
4 votes -
Automations: Forms: Move created Sent or Completed Form Documents to a Folder
Moving sent or completed documents to a selected PandaDoc folder - for Forms
6 votes -
Automations: custom email message when sending another document
Option to setup a custom email message when sending another document via Automation
2 votes -
Utilize Variables inside Content Library
having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times
5 votes -
Option to Download the Uploaded File from Collect File Field in HubSpot
The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.
1 vote -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
1 vote
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1 vote
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Webhook for the subscription created in Stripe once the document is paid
Webhook for the subscription created in Stripe once the document is paid
1 vote -
Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
1 vote -
1 vote
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1 vote
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Option to subtract the fee from the total, rather than adding it to the price
Option to subtract the fee from the total, rather than adding it to the price. For example:
A charge is $1800, but 20% is a management fee, $360. So the product price should read $1440, the fee cost should be $360 and the total should be $1800.1 vote -
1 vote
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Automating Attachment and Uploaded Files Download to Google Drive
Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive
3 votes -
Conditional formulas in Pricing Table
Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.
7 votes -
Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
2 votes -
The "All Documents" / "Created by me" view should display the name of folders where the documents reside
The "All Documents" view should display the name of folders where the documents reside.
1 vote
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