6884 results found
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Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
3 votes -
Option to filter documents by whose turn to sign now is
We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person
2 votes -
Bulk Unassign Recipients from Roles in Multiple Templates
A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).
2 votes -
Freshsales integration for Rooms feature
Add more CRM integrations for the Rooms feature.
2 votes -
4 votes
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Automatically create a new Room when a new client is added
When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".
3 votes -
Create/access Rooms from Pipedrive CRM
Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms
4 votes -
Forms: receive only the completed document notification to the pre-assigned email
Receive only the completed document notification to the pre-assigned email in Form
4 votes -
Document Status Update for Paid Installments
A document status or indicator on the document when part of the installment has been paid.
3 votes -
Fields: Select what type of fields to auto-populate
The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.
2 votes -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
5 votes -
Integration with Flywire
Payment Integration with Flywire
3 votes -
Suggest edits on uploaded documents
Suggest edits on uploaded documents
2 votes -
3 votes
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Quote builder: calculations in the columns
In the quote builder block, it would be great to have the ability to customize the logic behind the columns and what they do to the price and the total.
For example, there is a built-in 'fee' column that can be displayed as a percent markup on the products, but I would like to have the ability to adjust the logic behind the column.
See the image attached. The ability to adjust the logic behind how the total column is displayed when custom columns are used could open up wide possibilities for custom discounts, fees, or margin calculations on the…2 votes -
Walkthrough Arrow for Pricing Table Line Items
'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.
2 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
2 votes -
Sign documents directly on Monday.com
The ability to sign documents in CRM iFrames without having it open a new tab.
2 votesHi,
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 follow the steps below:
- Open your task on Monday.com and click on the item you’d like to create a document from.
- Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down.Â
As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.
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Cardknox Payment Integration
Ability to integrate with Cardknox
2 votes -
Create a “convert PD variables to hubspot variables” feature
A button that you click that will automatically replace PD variables in templates/documents with supported equivalent HubSpot variables for use with integration.
1 vote
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