6884 results found
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Re/Name Template via API
Currently in the API there is no method to set the name of the templates when uploading as a bundle. It defaults to the template name which is not suitable to API processes
2 votes -
2 votes
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Pass Document Status Into a CRM Field
The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.
2 votes -
HubSpot: Use child company tokens when creating a document in the associated parent company
Use child company tokens when creating a document in the associated parent company
2 votes -
Embed document iframe within the editor
Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.
Example of this mock up attached
2 votes -
Receive results suggest edits email notification before receiving the document to sign email
Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign
2 votes -
2 votes
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[Upload} Increase File Limit from 10 to more than 10
Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.
2 votes -
Pass auto number column from Monday.com
Add the auto number column
2 votes -
Rooms: Replace Home Page Template
Option to replace the Home page in a Room with another template without having to create a new Room from scratch.
2 votes -
PandaDoc notary in Germany
PandaDoc notary option in Germany
2 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!
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Notes for contacts on the Home screen
Notes per contact to show on Home screen, in client's words:
I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:
8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…
2 votes -
Bulk Update: Currency
Bulk Update document value and currency
2 votes -
Disable certain document delivery options for specific users
Disable certain document delivery options for specific users, f.e. keep email delivery only for one user
2 votes -
Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed
Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary
2 votes -
Send document using 3rd party email
Ability to send documents using 3rd party email instead of Pandadoc email
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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Automations: email sent when document status is "Sent"
a way to have an email sent any time our "Estimate" document goes to a "Sent" status.
2 votes -
The ability to search templates from a specific folder only when creating a document from Pipedrive
The ability to search templates from a specific folder only when creating a document from Pipedrive
2 votes -
The ability to switch pages within PandaDoc
The ability to switch pages within PandaDoc.
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 video:
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Document bundling: Conditional Document Access
Customer would like the second document in document bundling not accessible unless the first one is signed.
2 votes
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