7095 results found
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Create a PandaDoc Room when deals reach a certain stage in HubSpot
Create a PandaDoc Room when deals reach a certain stage in HubSpot
2 votes -
2 votes
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Google sheets: embed to PandaDoc
Option to embed Google Sheets to PandaDoc
2 votes -
Automatically disable form
Ability to automatically disable forms once a number of signers and payment is reached.
2 votes -
Add a description field to a template for internal visibility
The name of a template becomes the document name our customer sees, which is fine. What we'd love to see is an internal description of the template to make it clear to our sales teams which template they're selecting.
For example, we have a variant with and without discount shown. If we set the template name to "without discount", the customer then sees this (or we have to delete every time) and that's not ideal.
Something in the highlighted sections would be brill.
2 votes -
Enable Recipients to Select Items from the Entire Catalog
Option for recipients to select items from the entire catalog
2 votes -
2 votes
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Show Payment Value at the email sending pop-up when you send the document
Show payment value at the email sending pop-up when sending document to avoid risk of unassigned payment value
2 votes -
[bulk action] download contacts
The ability for users to mass-download all of their contacts without needed to reach out to support
2 votes -
Recipient view: making the green download button and the "other actions > download" option consistent
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Making the green download button and the "other actions > download" option consistent.
2 votes -
Calculate the subtotal based on the discount of one item instead of based on the full quantity
Calculate the subtotal based on the discount of one item instead of based on the full quantity.
If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY2 votes -
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.
At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
Additional layer, it's unknown where else that template needs updating.2 votes -
2 votes
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Integration with Rexx Systems
Native integration with HR Management System Rexx Systems
2 votes -
Hide a volume based pricing in the Quote builder
Hide a volume based pricing in the Quote builder
2 votes -
Ability to append first.last name of recipient in subject line
We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "
Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.
Thank you for considering it.
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
HubSpot fields required to be filled out in order to send PandaDoc document
some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.
2 votes -
Restrict document creators from selecting Skip when adding recipients (force them to select Continue instead)
When the document creators select "use this template", and then select Skip instead of Continue on the Adding Recipient screen, it doesn't apply the preassigned recipients. We would like to have a way to force the document creators to select Continue, so that the preassigned recipients are always applied to the document.
2 votes -
HubSpot - show total ARR at the bottom of the pricing table
HubSpot - show total ARR at the bottom of the pricing table
2 votes -
Salesforce Picklist
The ability for all PandaDoc responses to be captured in the Salesforce picklist.
2 votes
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