7460 results found
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[Integration] Add images to Quote Builder from CRM
Allow automatically inserting images to the quote builder from a CRM or other integration.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!
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Ability to pass variables to a pricing table on a template when creating a document using Zapier.
Ability to pass variables to a pricing table on a template when creating a document using Zapier.
3 votes -
Sender review payments before processing
The ability for the sender to review recipient payments before processing payment.
i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.
3 votes -
Ability to send documents from PandaDoc directly to Box
Send documents from PandaDoc to Box
3 votes -
Fill in variables on the template level
Ability to fill in variables on the template level
3 votes -
Add signature fields in attachments added to documents
The ability to add PandaDoc signatures in the attachments.
3 votes -
3 votes
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3 votes
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Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
3 votes -
Embed signature image in the document
Embed signature image in the document and allow it to be valid on the Signature Certificate.
3 votes -
Show all of Card Details
When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.
3 votes -
text to voice features for people with disabilities
text to voice features for people with disabilities in Notary
3 votes -
Ability to have multiple optional initial fields (conditional)
The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.
3 votes -
3 votes
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Allow Auto Assigning fields to multiple recipients
Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page
3 votes -
Select Multiple Contacts and add them to a Document
Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.
3 votes -
Formula Validation Field (see description)
Feature request for formula validation
A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
This would help to ensure that the information in the document is accurate and consistent.
I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…3 votes -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 votes -
3 votes
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Payment Statuses on Document without Payment Integration
Examples:
Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".3 votes
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