6888 results found
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Payoneer Integration
I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.
Here are some key benefits of integrating Payoneer with Pandadoc:
Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.
Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…
8 votes -
Sign all signature fields separately (without automatic filling with the previous signature field's value).
Sign all signature fields separately (without automatic filling with the previous signature field's value).
1 vote -
[Quote Builder] Add variable in quantity column
place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)
2 votes -
Mass update auto numbering sequence
Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024
1 vote -
Upload Documents to Rooms
Ability to let Recipients upload documents to a Room
4 votes -
Enable document forwarding when using recipient verification
Option to use document forwarding when the recipient verification is enabled
1 vote -
2 votes
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Recipient Groups in Forms
We would like to use recipient groups in Forms. Currently, they are only available on documents.
1 vote -
2 votes
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A feature to be able to stamp multiple pages at once
When we get documents with a large number of pages that all need to be stamped and it's a lengthy process to do each page individually so we would like to have a feature to stamp multiple pages at once
1 voteHi,
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 check the video:
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Automating Attachment and Uploaded Files Download to Google Drive
Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive
3 votes -
Customizing Dropdown Options for Content creation
The customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign within the document
1 vote -
Ability to edit My documents section
Ability to edit My documents section, for example, remove or resize some columns (Title, Value, etc)
1 vote -
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
2 votes -
Override MS Dynamics date variable settings with PandaDoc date settings
Override MS Dynamics date variable settings with PandaDoc date settings
2 votes -
Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Please note that a solution is available at the moment (for new documents) if you create a new custom data field for the document value. More about it here.
We're currently working on the mechanism that maps the existing Document Value to the new Data fields so that legacy document values will appear in this type of search too. Stay tuned!
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Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
1 vote
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Document sequence number token appears in template name when creating a document through HubSPot
Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.
1 vote -
Restrict download bundle as separate files
A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.
1 vote
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