5392 results found
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Template tags visible in PandaDoc module in HubSpot
Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.
2 votes -
Automatically Move a Document to a Specified Folder Based on Specific Field Criteria
The ability to have an automation trigger an action or actions when a specific field or fields meet the selected criteria. Here is an example:
A document which has two required signatures (client and sales) among other data but most importantly, a field that has a drop down for length of contract terms - 12M, 24M, and 36M. Once the document is digitally signed by both parties, it is moved to a specific folder based on the selection chosen for length of contract terms (e.g. 12M terms gets moved to a folder labeled 12M, etc).
2 votes -
Build reports based on the current document status of the document rather than on the events
At the moment the CSVs generated in the tabs from Reporting -> Data Analytics section ("Leaderboards" and custom reports) are build based on the events. For example, if in the dropdown in the top left corner is configured for "Completed" document only, the CSV will contain the documents that were EVER completed (such documents may have been manually transferred to "Declined" status later). Such a method was chosen because of the technical limitation (reporting service doesn't contain the data about document status). The feature request is to build reports based on the actual status of the document, but not on…
2 votes -
2 votes
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Enable Recipients to Select Items from the Entire Catalog
Option for recipients to select items from the entire catalog
2 votes -
2 votes
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Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.
At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
Additional layer, it's unknown where else that template needs updating.2 votes -
2 votes
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Ability to append first.last name of recipient in subject line
We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "
Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.
Thank you for considering it.
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
HubSpot fields required to be filled out in order to send PandaDoc document
some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.
2 votes -
Restrict document creators from selecting Skip when adding recipients (force them to select Continue instead)
When the document creators select "use this template", and then select Skip instead of Continue on the Adding Recipient screen, it doesn't apply the preassigned recipients. We would like to have a way to force the document creators to select Continue, so that the preassigned recipients are always applied to the document.
2 votes -
HubSpot - show total ARR at the bottom of the pricing table
HubSpot - show total ARR at the bottom of the pricing table
2 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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Salesforce Picklist
The ability for all PandaDoc responses to be captured in the Salesforce picklist.
2 votes -
External Automations: Auto-Add Predefined Products with Catalog Items
External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.
2 votes -
Generate session link for several recipients at the same time
For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.
2 votes -
Option to restrict users to manually decline documents
Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.
2 votes -
Restrict users from declining a document after a specific amount of days
Restrict users from declining a document after so many days
Example:
1. The contract was signed on May 1st.
2. On July 14th, a manager decides to decline it
3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed2 votes -
2 votes
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Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
2 votes -
Auto decline after a specified period of expiration
Auto decline after a specified period of expiration
2 votes
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