6118 results found
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Option to have more than one header in a table
A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers
2 votes -
add recipient not as cc nor signer
In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her
2 votes -
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
2 votes -
Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
2 votes -
[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.
2 votes -
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.2 votes -
Link fields from different documents
The ability to link fields from different documents together.
2 votes -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes -
'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.
2 votes -
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 -
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 -
Ability to connect Authorize.net sandbox environment.
Ability to connect Authorize.net sandbox environment.
2 votes -
HubSpot - tokens available on deals for linked/sub/ associated deals
HubSpot - tokens available on deals for linked/sub/ associated deals
2 votes -
2 votes
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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 -
Notification based off dropdown selection
Notification based on dropdown selection. If selected yes, the sender gets a notification
2 votes -
2 votes
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Vue.js Framework integration
Vue.js Framework integration
2 votes -
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 votesHi,
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:
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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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