5388 results found
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Populate product quantity and/or product price from a Google Sheet
The ability to calculate quantities needed on a Google Sheet and then integrate that with PD
5 votes -
5 votes
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5 votes
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Make Payment Optional
I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.
Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.
Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…
5 votesLindsey Schocke responded
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global settings for fields / bulk changes
The ability to change the properties of fields for all documents, i.e. the "require" option for recipients
5 votes -
Align checkboxes into table cells (see description)
It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.
Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…
5 votes -
Allow issuing Forms from API
Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.
This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.
5 votes -
reporting data sent to email
reporting data sent to email
5 votes -
Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
5 votes -
Option for Quarterly Billing pricing in the catalog
Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.
5 votesYou can check this article to learn more about the available billing frequencies and recurring products in PandaDoc CPQ:
https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFR0ZZQKH142C9PDMERM4YCP
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Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
5 votes -
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
5 votes -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
Recipients able to click on hyperlinks on a sent document without having to download PDF
For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.
5 votes -
Stop Payment Reminders on sent
Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.
5 votes -
upload document from email to pandadoc
eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc
5 votes -
Set a date range for recipients to choose from on date fields
Set a date range for recipients to choose from on date fields
5 votes -
Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace
Document sequencing in a second workspace works with a shared template from first workspace
5 votes -
5 votes
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Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
5 votes
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