7135 results found

1. SMS open analytics - determine if the recipient prefers SMS over email or vice versa

   SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
   Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

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   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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2. Ability to choose colour for contacts

   Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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3. Pay later option in PayPal

   pay later option in PayPal

   2 votes

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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4. Link fields from different documents

   The ability to link fields from different documents together.

   2 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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5. Ability to view the IP address for Viewers

   Ability to view the IP address for Viewers

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Redirect recipient to a custom URL upon completion based on certain conditions.

   Redirect recipient to a custom URL upon completion based on certain conditions.

   2 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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7. Quote Builder: option to hide/show sections based on conditional logic
   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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8. 'Document Deleted' trigger for Zapier

   I'm using Zapier to add all new agreements created to an Airtable (so agreements can be linked to projects, clients etc), and I'm having to spend time manually deleting any agreements in Airtable that have been deleted in PandaDoc. I'm able to update Airtable records when an agreement's status changes (such as viewed --> completed), but not when it is deleted.

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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9. Keep/ do not delete signature certificate when completed document is edited

   Keep/ do not delete the signature certificate when a completed document is edited

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Integration with AI redlining/contract review tool

    Integration with AI redlining/contract review tool like: https://www.spellbook.legal/
    https://www.ivo.ai/

    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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11. Ability to connect Authorize.net sandbox environment.

    Ability to connect Authorize.net sandbox environment.

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. HubSpot - tokens available on deals for linked/sub/ associated deals

    HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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13. Option to display the variables with multiple options pulled from HubSpot as bullet points
    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. Generate a contract in HubSpot when a document is completed/signed/paid

    When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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15. Notification based off dropdown selection

    Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Option to add pages side by side (not underneath)
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. Vue.js Framework integration

    Vue.js Framework integration

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Radio Buttons as the source for payments

    Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

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    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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19. Option to expand product description

    Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  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 video below:

    Expand your product description

20. Ability to add Document Tags within the document

    At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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