7265 results found
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7 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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2 votes
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Pull the value to fields with Zapier
Pull the value to fields with Zapier
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:
- In the PandaDoc template, click on a field, select Properties on the floating panel
- Next, add the name to the Merge field
- As a result, the field will appear in the Zapier step
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Ability to resend multiple unsigned documents to a recipient within one transaction or email (not bulk send)
Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipientCurrent workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates
Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process
2 votes -
1 vote
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2 votes
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Percentage of the completed and declined documents in the Home page
Percentage of the completed and declined documents in the Home page
2 votes -
Bulk Upload Documents for Sharing in Rooms
Upload more than 5 files at a time to use as a hub for file sharing among businesses or clients.
1 vote -
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.
4 votes -
Creating rooms through API
The ability to make rooms utilizing API
8 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 -
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 -
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.4 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
4 votes
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