3799 results found
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Notes for contacts on the Home screen
Notes per contact to show on Home screen, in client's words:
I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:
8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…
3 votes -
The ability to search templates from a specific folder only when creating a document from Pipedrive
The ability to search templates from a specific folder only when creating a document from Pipedrive
3 votes -
Export Contacts with Document List and Statuses
Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).
3 votes -
Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.
I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)
3 votesHi,
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:
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3 votes
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Move to Folder Automation--Need more options & ability to edit
The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.
Additionally, it would be more helpful to not have the automation tied to the template in…
3 votes -
User Instructions on a template
The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.
3 votes -
Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
3 votes -
Create a PandaDoc Room when deals reach a certain stage in HubSpot
Create a PandaDoc Room when deals reach a certain stage in HubSpot
3 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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Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
3 votes -
[Approval workflow] allow to select more than 1 approver from the list
Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person
3 votes -
Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
3 votes -
Payment Integration with The Merchant Source
Payment Integration with The Merchant Source
3 votes -
Bulk Unassign Recipients from Roles in Multiple Templates
A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).
3 votes -
Suggest edits on uploaded documents
Suggest edits on uploaded documents
3 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)
Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.
3 votes -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
3 votes
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Add the image URL to a variable and then the image will load as the variable once the document is created from the template
Add the image URL to a variable and then the image will load as the variable once the document is created from the template.
3 votes
