7098 results found
-
Add hourly billing type to catalog products.
Add hourly billing type to catalog products.
6 votes -
MS Dynamics: automatic template selection based on data fields
Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)
2 votes -
Zapier action - create a document in PandaDoc via PDF upload
create a document in PandaDoc via PDF upload
2 votes -
SharePoint integration include Teams not just Sites
As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites
2 votes -
automatically send email after document is complete
Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.
This would save us thousands of clicks and hours of time every day.
3 votes -
Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
1 vote -
2 votes
-
Change the field type via Update document api request
Change the field type, i.e. changing the signature field to a text field
2 votes -
Image autofills the block rather than expand
Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.
We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.
1 vote -
Use role variables to auto-populate information on the document but exclude the recipient from the document
I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.
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:
-
Add a tooltip to display the full variable name
A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application
2 votes -
Edit sent document via API
Option to change the document status to Draft via API
6 votes -
3 votes
-
Recurring pricing: ability to customize the recurring pricing type.
Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.
3 votes -
Volume-based pricing: for the recipient to be able to choose the volume instead of indicating the quantity
Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually
1 vote -
[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
15 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
1 vote
-
Ability to edit Pricing table footer via API.
Ability to edit Pricing table footer via API.
1 vote -
Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
6 votes -
PandaDoc incoming email which accepts documents from clients to be stored in PandaDoc
We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.
Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.
1 vote
- Don't see your idea?