7072 results found
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Calculate total discount based on Subtotal - other discount
Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.
2 votes -
Echelon Payments integration
Integrate with Echelon Payments
2 votes -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
2 votes -
Merge data of multiple quote builder blocks
Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.
2 votes -
Change status of an expired document in bulk
Option to change the status of the expired document in bulk
2 votes -
Form Routing to Different Emails (using dropdown)
We would like a way or a solution to route form submissions (that are embedded on a website) to different company supervisors based on a user selection (dropdown) so that they can get sent the unique session link individually. Trying to create this functionality all within the same form rather than multiple forms with multiple different approval groups.
2 votes -
variables produce a link to the website
when you fill out a template with an automation, variables produces a website link
2 votes -
Bulk sends for a future date or to be sent for later
Ability to create bulk send to be sent for later
2 votes -
Hide rooms
Ability to hide rooms from users who are not part of them in the workspace
2 votes -
Signature workflow from Slack integration
Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).
1 vote -
Option to make fields when creating contacts required
The ability to make contact creation fields required such as Company.
1 vote -
multiple check boxes mandatory at once
It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit
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 link below:
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Displaying custom integrations in the PandaDoc UI side panel
Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.
3 votes -
ISO 27001 Certification
ISO 27001 Certification
2 votes -
2 votes
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Collect files field for Smart forms
Ability to use the 'collect files' field with Smart forms
1 vote -
add a recipient to the folder to sign the documents
add a recipient to the folder to sign the documents
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 check the link below:
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Volume-based pricing: remove the former price from the Quote builder
Option to remove the former price from the Quote builder in case products have volume-based pricing
2 votes -
Create Smart forms by uploading a file
Create Smart forms by uploading a file
1 vote -
PandaDoc CPQ for Zoho
PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.
2 votes
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