6797 results found
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Webhook fire on document name changes
It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.
1 vote -
Ability to capture recipient name together with signature field.
Ability to capture recipient name together with signature field.
1 vote -
Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
1 vote -
[Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes
- Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
1 vote -
For recipient - Ability to view all documents in one place.
For recipient - Ability to view all documents in one place.
1 vote -
1 vote
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Change a color of one of two headers in the pricing table
Change a color of one of two headers in the pricing table
1 vote -
1 vote
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1 vote
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1 vote
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Form URL device verification
The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton
1 vote -
1 vote
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Edit the way total is calculated in Quotes (possibility to add or subtract the recurring payments)
Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)
1 vote -
View all PandaDoc accounts billing a specific card
It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.
1 vote -
1 vote
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Ability to resend the completed PDF notification if the customer didn't receive it
It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.
1 vote -
1 vote
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Ability to change the owner of a document to a user with a read-only license
Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed
1 vote -
Ability to customize a link/URL to show the client's name and order number.
Ability to customize a link/URL to show the client's name and order number.
1 vote
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