5905 results found

1. Rooms: Retrieval of customize email notification

   Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

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   0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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2. Nutshell Integration for EU server

   The Nutshell integration to be made available for accounts in the EU server.

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3. [Pricing Table and Quote] Allow Recipient to Change Additional Multiplier Column

   Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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4. 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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5. 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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6. Ability to view the IP address for Viewers

   Ability to view the IP address for Viewers

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. '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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8. Keep/ do not delete signature certificate when completed document is edited

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

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

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

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

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

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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11. Option to display the variables with multiple options pulled from HubSpot as bullet points
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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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12. 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?''

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

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

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. 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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15. Vue.js Framework integration

    Vue.js Framework integration

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. 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.

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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

17. 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.

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. add GST currency ( Green Satoshi Token) to the document value

    add GST currency ( Green Satoshi Token) to the document value

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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19. Option to sign the document only after watching video

    The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Show Deal number (unique ID) when linking a document to pipedrive

    When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in pandadoc, link the deal, then go back to pipedrive and remove the 1. Pipedrive support suggested adding the deal number to the deal names but this seems a bit redundant.

    When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in… more

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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