7204 results found

1. Form Routing to Different Emails (using dropdown)

   We would like a way or a solution to route form submissions (that are embedded on a website) to different company supervisors based on a user selection (dropdown) so that they can get sent the unique session link individually. Trying to create this functionality all within the same form rather than multiple forms with multiple different approval groups.

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   0 comments  ·  Forms  ·  Delete…  ·  Admin →
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2. Variables produce a link to the website

   When a variable is filled in, a website link is added automatically via automation.

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. Bulk sends for a future date or to be sent for later

   Ability to create bulk send to be sent for later

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Hide rooms

   Ability to hide rooms from users who are not part of them in the workspace

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   0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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5. ISO 27001 Certification

   ISO 27001 Certification

   2 votes

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   0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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6. Enable direct email sending with SPF DNS integration to reduce spam risk and improve conversion rates
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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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7. add a recipient to the folder to sign the documents

   add a recipient to the folder to sign the documents

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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:

   Rooms

8. Volume-based pricing: remove the former price from the Quote builder

   Option to remove the former price from the Quote builder in case products have volume-based pricing

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. PandaDoc CPQ for Zoho

   PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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10. Ability to create one invoice per customer transaction across payment gateways

    Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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11. Salesforce trigger: automatically send copies of approved documents to "Files" in Salesforce

    Is there a way to send the generated document to Salesforce after it's been approved?

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Specify file location when uploading completed document to Greenhouse.

    Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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13. Hide contact suggestion when adding recipients on documents

    The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Volume-based pricing: show pricing range

    Would like the volume-based pricing to be listed without having to hover over it

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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15. Disable Document via link for existing documents/links

    Ability to disable the Send via link for existing documents and make existing links invalid.

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. warning notification if the document is not yet viewed

    warning notification if the document is not yet viewed

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Send an email once a document is signed

    Send an email to specific email or group of email once a document is completed or status changes

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    1 comment  ·  Automations  ·  Delete…  ·  Admin →
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18. Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download

    Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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19. hide line item in pricing table using smart content

    Ability to hide line item in pricing table using smart content

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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20. Option to have 2 discount columns: percentage and amount

    Option to have 2 columns that reflect discount: percentage and amount (with negative sign)

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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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