5908 results found
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2 votes
Lindsey Schocke responded
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Ability to use "consists" or "startswith" in smart content .
Ability to use "consists" or "startswith" in smart content .
2 votesLindsey Schocke responded
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Smart Content option for numerical value as variable that is greater than 0
- Will allow the user to user numerical value higher then 0, eg: "2.75" or "2.25" or "2.26" or "10.5" or "1000" or "7.5673" etc
2 votesLindsey Schocke responded
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Change the order of variables displayed when a client pre-fills information to start a Form document
The option to change the order of the variables displayed when the recipient starts filling-in the form.
2 votesLindsey Schocke responded
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Add templates to scheduling apps to auto send when setting up an appointment
Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.
2 votesLindsey Schocke responded
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2 votes
Lindsey Schocke responded
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Send bulk communication/email messages to workspace(s) users
We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.
2 votesLindsey Schocke responded
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Ability to convert signed contract into QuickBooks using HubSpot
Ability to convert signed contract into QuickBooks using HubSpot
2 votesLindsey Schocke responded
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Smart content: display product based on variable value (conditional)
Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)
2 votesLindsey Schocke responded
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Removing added custom fonts from the available ones
We would like to be able to remove custom fonts that we added
2 votesLindsey Schocke responded
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[API] Ability to populate the content with both Variables or Fields
As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.
When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.
2 votesLindsey Schocke responded
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2 votes
Lindsey Schocke responded
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Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votesLindsey Schocke responded
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Allow Forms to fill in variables on PDF
I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?
2 votesLindsey Schocke responded
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Make Signer and CC'd Recipients easier to view on document
An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."
2 votesLindsey Schocke responded
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Manage Visibility of contacts
Have the ability to manage the visibility of contacts from users
2 votesLindsey Schocke responded
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Ability to add arrows similar to MS PowerPoint
Option to insert arrows to the documents like Microsoft PowerPoint
2 votesLindsey Schocke responded
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Bullet Points Span on Separate Pages
Have the ability to have the paragraph bullet points span multiple pages
2 votesLindsey Schocke responded
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Ability to add transaction ID# under signature.
Ability to add transaction ID# under signature.
2 votesLindsey Schocke responded
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Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
2 votesLindsey Schocke responded
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