6451 results found
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1 vote
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1 vote
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Display documents in related HubSpot objects.
Display documents in related HubSpot objects.
1 vote -
webhook for the subscription created in Stripe once the document is paid
webhook for the subscription created in Stripe once the document is paid
1 vote -
Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
1 vote -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
1 vote -
Display profit margin in the pricing table
Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.
1 vote -
Proposal for Implementing Dynamic Subject Line Modification in Automated Email Transmission Support
This proposal advocates for the integration of a dynamic subject line modification feature within our automated email transmission system. The proposed functionality aims to enhance communication efficiency by enabling automatic adjustments to email subjects based on predefined criteria or user-defined parameters. By incorporating this capability, our system can adaptively tailor email subjects to better reflect the content or context of the message, thereby improving recipient engagement and overall communication effectiveness. This proposal outlines the rationale, implementation strategy, potential benefits, and considerations for integrating dynamic subject line modification support into our existing email transmission infrastructure.
1 vote -
[Pricing Table and Quote] Allow Recipient to Change Additional Multiplier Column
Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.
2 votes -
[Document.SeqNumber] to add a new sequence number to the added document
To have an option where each of the further added documents to an already created document will have a new sequence number
1 vote -
Redirect URL setting for Forms
Option to setup redirect URL setting for Forms
1 vote -
Don't Allow Sending if Recipient Name is Missing
Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.
2 votes -
1 vote
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1 vote
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1 vote
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1 vote
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Document Delivery: SMS and Email
The ability to send documents both via SMS and Email at once.
1 vote -
automations - get credit card details and transfer details to a new template
get credit card details from recipients without charging any amount and transfer details to a new template
2 votes -
The "All Documents" / "Created by me" view should display the name of folders where the documents reside
The "All Documents" view should display the name of folders where the documents reside.
1 vote -
1 vote
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