7351 results found
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Automation: Add Triggers like Expired and Declined Documents
other triggers in automation like declined or expired
1 vote -
automatically calculate the quantity in the table
automatically calculate the quantity in the table not in the pricing table
4 votes -
Retrieving folder information via API
To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.
2 votes -
Link Signature fields
Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?
2 votes -
n8n.io
Integration with n8n.io
6 votes -
Webhooks: Include the Document Link in the Response
Include the document link in the response body, not just the document ID.
3 votes -
HubSpot Workflow/ Automation: Send a PandaDoc document when a HubSpot deal stage changes
Ability to send a PandaDoc document when a HubSpot deal stage changes
2 votes -
Update unit cost in Hubspot
Update unit cost is the line item cost is changed in PandaDoc
1 vote -
Payment Gateway: WeTravel Payments via API
Ability to connect WeTravel Payments via API
2 votes -
Send via SMS: redirect the message to a number/email when customer replies
If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.
2 votes -
Customize text of the redirect window
Option to customize the text that shows on the redirection window
2 votes -
The possibility of allowing customers to view their order/repair status in PandaDoc
The possibility of allowing customers to view their order/repair status. For example:
Order Status
Placed------Printing-------Shipped-------Delivered
2 votes -
Control how fast it scrolls to the next field the recipient fills in
Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.
2 votes -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
3 votes -
Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
9 votes -
Total for values within the pricing table column
Ability to add up just the values listed in the Price column
2 votes -
API Email & Text Sent - If one fails, still deliver by other method.
API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.
2 votes -
Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Support More than 10 Files When Importing PDFs to Editor
Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.
1 vote -
Variables for Quote builder section subtotal
It would be great to get the section totals to appear as variables vs. only the quote total.
1 vote
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