5967 results found
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Ability to hide sections in Quote Builder
Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.
3 votes -
Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
3 votes -
Preview pptx files in Rooms
Preview pptx files in Rooms
3 votes -
Group a set of fields and require the recipient to fill in one
Group a set of fields and require the recipient to fill in one
3 votes -
Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
3 votes -
Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
3 votes -
Move Completed document to a folder based on "name contains" value
There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.
3 votes -
Share document to a room directly from the actual document
Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.
3 votes -
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 -
to change the colour of individual text elements in a quote builder
to change the colour of individual text elements in a quote builder
For example, to make the ticks green and the crosses red in the description
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 -
Add link/button redirect to different page within the document
Have the ability to to add a link or button, that if selected by the signer, they are directed to a different section on a different page
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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3 votes
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Export SMS Credits and Contact Numbers
Ability to export the SMS credits noting each number it has been used
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 votes
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