7483 results found
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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
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 -
PandaDoc Plugin to other Website: PestPac
Link Pandadoc to PestPac
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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Variables for Images
Support images in variables. Option to have variables for images
3 votes -
Trash Bin: Be able to view documents without restoring them.
Trash Bin: Be able to view documents without restoring them.
3 votes -
Card details field for PayPal
Card details field for PayPal
3 votes -
Separate Room templates into folders
Separate Room templates into folders
3 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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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 -
Convert a document directly to a form
I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.
3 votes -
[MOBILE APP]: Add 'Waiting for Others' tab on home page of app
Request to add 'actions required' tab on app so that users will see only the documents they are responsible for signing available quickly
3 votes -
Conditional Fields: Smart Formatting
Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.
3 votes -
Quite builder: show the contract total value before tax
Currently, if you are using recurring products, it only shows the total before tax for the initial payment, not the whole contract value.
3 votes
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