6687 results found
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Set value to 0 to not require payment
When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.
2 votes -
Creating rooms through API
The ability to make rooms utilizing API
4 votes -
Use variable (with the link) in redirect feature
Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?
2 votes -
self sign electronically
The ability to sign the form from our end electronically through PandaDoc after we have received the signed copy back from the client. This will save us from having to print out each signed document and hand sign and then scan it and send it back to the client signed from our end.
1 vote -
Smart form in Zapier Trigger
Transfer Data from Smart Form to Zapier Triggers
2 votes -
Export data from a fields to a predefine PDF with data from their own app
The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.
2 votes -
1 vote
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Varo payment provider
Varo payment provider
2 votes -
Card details field for NMI
Card details field for NMI
2 votes -
Card details field for PayPal
Card details field for PayPal
3 votes -
Rooms: General Room chat feature for all room members
Rooms: General Room chat feature for room members
Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.2 votes -
In-person signing signature verification tool
The customer is requesting tools that can be used to verify their customer's signature during in-person signing.
2 votes -
Ability to search for documents based on products purchased
For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.
2 votes -
Chime Payment Integration
Chime Payment Integration
3 votes -
Lock fields in section/quote footers from editing by sales reps in Quote Builder
As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.
1 vote -
Ability to add column name to the product name column in Quote builder
Now it has no name while other columns do have a name and it can be edited
2 votes -
Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
1 vote -
Date of birth from HS contact
Currently, it is not possible to the date of birth contact token as it does not keep the correct date formatting. It should be possible to use the default date of birth contact property in HubSpot as a variable in Panda Doc
1 vote -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
2 votes -
Set the same document sequence number for several documents
Set the same document sequence number for several documents (in case several documents are sent for the same recipient)
2 votes
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