6888 results found
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Folder with files uploaded to a document
Option to have a folder you can see all files uploaded to a document
1 vote -
1 vote
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Ability to delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
2FA via email
Send code via email instead of using an authenticator app
1 vote -
1 vote
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Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Booqable
Have Pandadoc Integrate with booqable integration.
1 vote -
Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.1 vote -
[CRM]: Variables filled in all capitalized
Have the option to fill in variables as all capitalized letters if you pull the info from the CRM
1 vote -
A new folder is created when a document is completed
A new folder is created when a document is completed
1 vote -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
Program a date/time to send a document from HubSpot
Program a date/time to send a document from Hubspot
1 vote -
Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote -
Integration with Amadeus Delphi
Integration with Amadeus Delphi to make eSignature faster.
1 vote -
Option to replace a signed document with a new one
Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.1 vote -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
Keep the signature when duplicating a document
Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.
1 vote -
Zoho trigger status for expired documents
Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!
1 vote -
1 vote
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