7067 results found
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2 votes
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2 votes
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Forms variable
The customer would like the signer to select certain variables to fill out, and then they can hit submit on their forms.
1 vote -
document made from a specific template get a tag automatically
I would like every document made from a specific template to get a tag automatically so they cannot forget
1 vote -
ability for the signer to modify his signed form
If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted
1 vote -
Microsoft Dynamics: Document Status History Reflected in Notes with Links
Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.
Key benefits:
- Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
- Allows users to monitor document progress without leaving Dynamics
- Provides easy access to documents at any stage with a single click
- Maintains a comprehensive record of document lifecycle activities in your CRMWhile this request focuses on MS Dynamics, similar functionality would be valuable…
1 vote -
Multiple Options Selection in Drop Down
There should be an option to select multiple items in drop down field. Though there are checkboxes, but it will be great to have something less cluttered and easy to manage.
1 vote -
Option to change payment reminder wording
The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.
1 vote -
Quote formatting options: adjust layout
It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.
1 vote -
Card details field with Whop
Use the card details field for another payment processor like Whop.
1 vote -
Create Automations for Mulitple Documents in one Process
Currently I have to create a single automation for each template I have created. I would like to be able to select Multiple Templates to follow one automation. IE. For all our Sales Documents, we need to upload completed documents to our CRM. I have many templates, and I have to write 1 automation for each template. This is very difficult to create and pretty much impossible to manage if a change in our process commences.
I would like the ability to write 1 automation and add as many template to follow the one automation as I need.
1 vote -
Copy Automations from Documents into Rooms
Currently we have Automations in place for our Documents. However, when we use Rooms and send Documents via Rooms, the automations are bypassed, and we have to perform manual tasks.
And example of this is uploading completed documents to our CRM upon completion. Which works great when we create a single document from a template. However, when we add documents to a room, The Automation doesn't activate, and we have to then manually complete the process if using Rooms.
1 vote -
Ability to access the Stripe data merge settings without enabling payments
To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.
1 vote -
Shipping Fees in Pricing Tables OR Product Fees that follow Quantities
The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.
1 vote -
Filterable criteria to simplify API response consumption
Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.
1 vote -
Updating member role via API call
Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.
1 vote -
Updating member role via API call
Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.
1 vote -
Updating template name via API
We wish to update/change the name of a given template via API
1 vote -
Update Signing order via API
We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.
1 vote -
Update Signing order via API
We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.
1 vote
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