7018 results found
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customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
5 votes -
Add Zapier trigger to Change document name after completed
Add Zapier triggers, allowing document names to be changed automatically after completion.
1 vote -
Set field placeholder language based on the recipient's language
Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.
2 votes -
Zoho mobile app
Option to create a document from Zoho mobile app
1 vote -
Pricing table footer - show lines/borders
Pricing table footer display the table. This request is specifically asking for there to be lines/borders in the 'total' section at the bottom of the pricing table.
1 vote -
Swap multiple fields at once
The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)
1 vote -
frontapp CRM
We use frontapp as our CRM tool. I would like for it to fire based upon a comment or tag being added. (frontapp is a layover for gmail but allows for notes to be taken about contacts, allows for other app integrations, and allows for commenting under email threads). It also turns these emails into tasks for staff. The goal is once the pandadoc is signed by all parties, details of when customers begin are added to our google sheets, and to our quickbooks along with the attachments they have provided.
1 vote -
Complete description when a credit card payment fail with PandaDoc account
Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed
3 votes -
PandaDoc online validation tool
PandaDoc online validation tool where you can validate/verify the document
1 vote -
Duplicate Automations with Duplicated Templates
When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.
2 votes -
Download Reporting Images
Able to download the reporting charts along with the .csv file or provide an
option to download1 vote -
1 vote
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Add recipients to list of documents
Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired
1 vote -
Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes -
[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
25 votes -
Export INDIVIDUAL LINKS
Is it possible to have an export button in the window "Share link - INDIVIDUAL LINKS". An Excel file will be greater with one column name and one with the link for the signature
Thank you!
1 vote -
Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed
I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.
Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.
Thanks!
15 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 -
Insert a PDF file inside a content page
Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.
2 votes -
The option to add telto link
The option to add linkable phone number via telto link so once you press on the link the system opens the default application for calls (if any). For now, we have only mailto link implemented.
1 vote
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