5927 results found
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Contract repository: pass data from 'data fields' to CRMs/Zapier
Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).
4 votes -
4 votes
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Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
4 votes -
4 votes
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4 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
4 votes -
Pass values from HubSpot along with currencies to the document
Pass values from HubSpot along with currencies to the document
4 votes -
Re/Name Template via API
Currently in the API there is no method to set the name of the templates when uploading as a bundle. It defaults to the template name which is not suitable to API processes
4 votes -
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
This is confusing to some customer.
4 votes -
Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed
Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary
4 votes -
Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
4 votes -
4 votes
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Conditional signers based on radio button selection
Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.
4 votes -
Set value to 0 to not require payment
When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.
4 votes -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
4 votes -
Option to send a document via email and SMS via Zapier
Option to send a document via email and SMS via Zapier
4 votes -
Instalments: ability to set a custom due date for the first instalment
Instalments: ability to set a custom due date for the first instalment within the instalment pop-up
4 votes -
Block non-US IP addresses from signing a document.
Some of the documents that we need signed are being signed in other countries outside of the US.
For our business compliance, we cannot allow this. We can only have signatures done in the USA.
4 votes -
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Link Forms to crm
Ability to link forms and not just documents to CRM deal pages
4 votes
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