5360 results found
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Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
6 votes -
3 votes
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Document Selection in PandaDoc Based on Certain Fields.
Document Selection in PandaDoc Based on Certain Fields.
3 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
9 votesLindsey Schocke responded
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Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
18 votes -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes -
Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
12 votes -
2 votes
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Increase recipient limit
Increase limit of 50 recipient
1 vote -
API delete call - for a specific page only
API delete call - for a specific page only instead of an entire document
6 votes -
3 votes
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Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?4 votes -
1 vote
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GreytHR
It would be helpful for cross team collaboration to have GreytHR integration
1 vote -
Ability to adjust table row height
Ability to adjust table row height
13 votes -
Automation: Document Sent or Opened, Change Stage
It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically
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 check the link below:
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option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
10 votes -
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
6 votes -
Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
3 votes -
Webhook trigger for CRM object link
Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)
3 votes
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