5374 results found
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Add camera facility for the 'collect files' field
Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field
1 voteLindsey Schocke responded
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Document bundle: send documents at different times
Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.
1 vote -
Ability to received a combined PDF for FORM responses
Ability to received a combined PDF for all FORM responses
1 vote -
Ability to remove the document from "For approval" section if the status is approved.
Ability to remove the document from "For approval" section if the status is approved.
1 vote -
Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote -
Abillity to have an auto reply within proposal/documents
Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.
1 vote -
Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
1 vote
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1 vote
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Turn on the approval workflow only if the template has been altered
Turn on the approval workflow only if the template has been altered
1 vote -
Discord
Integration with Discord
1 vote -
1 vote
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1 vote
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Webhook fire on document name changes
It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.
1 vote -
Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
Change a color of one of two headers in the pricing table
Change a color of one of two headers in the pricing table
1 vote -
Edit the way total is calculated in Quotes (possibility to add or subtract the recurring payments)
Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)
1 vote -
1 vote
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Webhook for entire account
I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.
I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.
Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?
1 vote -
Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)
When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.
1 vote
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