7601 results found

1. Microsoft Dynamics Discount option

   Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

   4 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. Reporting - Export filtered recipient who hasn't sign on document
   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Add indicator for expiring soon documents

   I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

   Request was added for Mobile app, but could be a common request.

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   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Video before the document displays

   Option to get a video to automatically pop up when a client opens the agreement

   4 votes

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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5. Pull different products from Salesforce into different sections of a pricing table
   4 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Braintree

   Ability to use braintree as a payment gateway

   4 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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7. Document Sequence variable
   4 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Use the sequence variable to populate the sequence number

8. Use customer name and address and not billing email in Quickbook Payments
   4 votes

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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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9. Approve document in mobile app - Editor 2
   4 votes

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   Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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10. Tag several documents at once
    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. default option to make items optional or qty editable in the pricing table
    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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13. EV2. Border and footer header on all sides
    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. customize triggers for Zapier setup
    4 votes

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16. Adding different prices for one item in catalog
    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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17. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Export recipients' data of the docs in a specific status
    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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19. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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20. Conditional logic for "Send another document" automation — trigger based on certain criteria

    A user sends a proposal. If the sender belongs to the Enterprise team, a follow-up MNDA should automatically be created and sent to a third-party contact pulled from the CRM. If the sender belongs to SMB, no follow-up is needed.

    3 votes

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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