6899 results found
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Duplicate Automations with Duplicated Templates
When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.
1 vote -
Download Reporting Images
Able to download the reporting charts along with the .csv file or provide an
option to download1 vote -
1 vote
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Add recipients to list of documents
Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired
1 vote -
Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes -
[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
24 votes -
Export INDIVIDUAL LINKS
Is it possible to have an export button in the window "Share link - INDIVIDUAL LINKS". An Excel file will be greater with one column name and one with the link for the signature
Thank you!
1 vote -
Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed
I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.
Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.
Thanks!
14 votes -
Conditional formulas in Pricing Table
Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.
7 votes -
Insert a PDF file inside a content page
Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.
2 votes -
The option to add telto link
The option to add linkable phone number via telto link so once you press on the link the system opens the default application for calls (if any). For now, we have only mailto link implemented.
1 vote -
2 votes
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2 votes
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Signing order: sender should be able to fill out the document without the need to open it in the email
Signing order: sender should be able to fill out the document without the need to open it in the email.
For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png1 vote -
Ability to mass delete product images in the catalog without deleting product
Ability to mass delete product images in the catalog without deleting the products
2 votes -
Have a field assigned to more than one recipient so either/or can fill in
Need ability to have a field on a contract left unassigned so that at the moment of signature the field can be filled in by either the RECIPIENT or the SENDER without having to choose beforehand.
1 vote -
Add timestamp near signature field
option to add timestamp near signature field
3 votes -
3 votes
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Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
2 votes -
Move automation for Customers and Creators
Move to Folder xy when document was created by xy
Move to folder xy when „Berater“ or „Customer“ is xy
Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
Also customer folders would be nice i always do this manually.
Thanks!0 votes
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