7431 results found
-
[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 -
Don't Allow Sending if Recipient Name is Missing
Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.
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 -
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)
2 votes -
Pay later option in PayPal
pay later option in PayPal
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 -
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
-
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
-
Vue.js Framework integration
Vue.js Framework integration
2 votes -
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
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:
- Don't see your idea?