6813 results found
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1 vote
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Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote -
Abillity to have an auto reply within proposal/documents
Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.
1 vote -
Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
Gastronovi
Integration with Gastronovi
1 vote -
Option for recipient to not include their physical address when making a payment
option to remove the address for filling up for payment in payment methods
1 vote -
1 vote
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1 vote
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Signature Certificate - Ability to track devices used when a document is signed.
Ability to track devices used when a document is signed.
1 vote -
Turn on the approval workflow only if the template has been altered
Turn on the approval workflow only if the template has been altered
1 vote -
Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.
Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.
1 vote -
Restrict access to a Form for specific recipient emails
Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.
1 vote -
attach a document from one deal to another in Pipedrive
attach a document from one deal to another in Pipedrive
1 vote -
Discord
Integration with Discord
1 vote -
1 vote
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Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter1 vote -
1 vote
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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
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