6884 results found
-
2 votes
-
Trash Bin: Be able to view documents without restoring them.
Trash Bin: Be able to view documents without restoring them.
2 votes -
2 votes
-
Pull the value to fields with Zapier
Pull the value to fields with Zapier
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 follow the steps below:
- In the PandaDoc template, click on a field, select Properties on the floating panel
- Next, add the name to the Merge field
- As a result, the field will appear in the Zapier step
-
Ability to resend multiple unsigned documents to a recipient within one transaction or email (not bulk send)
Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipientCurrent workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates
Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process
2 votes -
2 votes
-
Percentage of the completed and declined documents in the Home page
Percentage of the completed and declined documents in the Home page
2 votes -
Set value to 0 to not require payment
When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.
2 votes -
Use variable (with the link) in redirect feature
Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?
2 votes -
Smart form in Zapier Trigger
Transfer Data from Smart Form to Zapier Triggers
2 votes -
Export data from a fields to a predefine PDF with data from their own app
The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.
2 votes -
Varo payment provider
Varo payment provider
2 votes -
Card details field for NMI
Card details field for NMI
2 votes -
In-person signing signature verification tool
The customer is requesting tools that can be used to verify their customer's signature during in-person signing.
2 votes -
Ability to search for documents based on products purchased
For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.
2 votes -
Ability to add column name to the product name column in Quote builder
Now it has no name while other columns do have a name and it can be edited
2 votes -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
2 votes -
Set the same document sequence number for several documents
Set the same document sequence number for several documents (in case several documents are sent for the same recipient)
2 votes -
Separate Room templates into folders
Separate Room templates into folders
2 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
-
Bulk Delete Documents in "Waiting for Others" tab
Bulk Delete Documents in "Waiting for Others" tab
2 votes
- Don't see your idea?