6879 results found
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Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation
Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation
2 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Formstack integration
Formstack integration
2 votes -
Payment gateway: Xendit
Xendit - Payment Gateway
2 votes -
UNIX data format from HubSpot
Away to display UNIX data formats on PandaDoc as a date
2 votes -
Netcash payment gateway
Netcash payment gateway
2 votes -
Ireland pay integration
Ireland pay integration
2 votes -
Card details field - option to add more fields to fill in additional card information
Card details field - option to add more fields to fill in additional card information
2 votes -
2 votes
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Map hubspot products outside of pricing table
The ability to place/map products on a document rather than only being able to map them to the pricing table.
2 votes -
Reporting based on contacts
Report that shows who in PandaDoc contacts had already received quotes
2 votes -
Option to have more than one header in a table
A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers
2 votes -
API: Update Saved Contacts Email Address
Currently, endpoint
https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.2 votes -
add recipient not as cc nor signer
In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her
2 votes -
Search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
2 votes -
Rooms: Retrieval of customize email notification
Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room
2 votes -
[Pricing Table and Quote] Allow Recipient to Change Additional Multiplier Column
Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.
2 votes -
Don't Allow Sending if Recipient Name is Missing
Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.
2 votes -
SMS open analytics - determine if the recipient prefers SMS over email or vice versa
SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.2 votes -
Ability to choose colour for contacts
Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)
2 votes
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