7094 results found
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Add a custom message when sending approval
require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.
1 vote -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes -
Stamp instead of Signature Certificate
Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.
3 votes -
Ability to have IT not use a license
We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.
3 votes -
1 vote
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send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email
The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients. In your app, I chose my email address as a "CC". In any email system, there is a "To" field and a "CC" field. What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.
7 votes -
1 vote
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convert a quote builder block from a proposal into a spreadsheet
convert a quote builder block from a proposal into a spreadsheet
2 votes -
Option to generate a payment link
- Will allow the user to generate a payment link
2 votes -
Automations: Forms: Move created Sent or Completed Form Documents to a Folder
Moving sent or completed documents to a selected PandaDoc folder - for Forms
6 votes -
import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
6 votes
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add shared template as an option when selecting template in automations setup
add shared template as an option when selecting template in automations setup
2 votes -
[Quote Builder]: Required option for Quote Builder
Required option for Quote Builder - similar to fillable fields
8 votes -
Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?4 votes -
MS word feature [excess text will go on next page]
MS word feature [excess text will go on next page]
4 votes -
Variables in title with Forms
Ability to use variables in title with forms,
29 votes -
Enable quantity option on Template level when data merge is enabled
Customer wants to enable recipient option on the pricing table for quantity in the template level when data merge is enable
1 vote -
Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
Flexible Recurring Charges: Gradual Discounting in Stripe Integration
Possibility of setting up recurring charges with Stripe the way that the recipient will pay 100% on the first year and then with a 50% discount every next annual term.
1 vote
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