7135 results found
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Create Gmail email with PDF once status is changed to "Sent"
My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.
1 vote -
[Workflows] Add dynamic content in the email message body
Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.
1 vote -
Duplicate document via API
Duplicate document via API :
POST /public/v1/documents/duplicate/{id}
Response could be the same as the Create Document from Template
1 vote -
HubSpot integration - signature completion status change for multiple signers
HubSpot integration request:
We are requesting the status trigger from PandaDoc to HubSpot to be available for BOTH client and countersignature in a single document. Currently there is only one status of "completed" for one of the two signatures but not both. This may require a new "status" option such as pending final signatures if one signature is complete, but we are waiting on the second one for the document to be fully "completed".
Ex: If you set up the quote to be "completed" after client signature, we can move the deal in HubSpot. Likewise we can mark as completed…
1 vote -
Populate signature automation
Looking for an automation in PandaDoc where the system would trigger signatures depending on the amount entered in a field. Example: If the amount entered in a form field is above $5,000.00 it would trigger an RVP signature to be activated since it will be needed to complete the document. Likewise, if it is over $25,000.00 in that same field, it would need to have both the RVP and SVP signatures activated. On the flip side, if it is less than certain amounts, we would not need those RVP/SVP signatures.
1 vote -
Making the first and last names required in Contacts
The client would like to make the first and last names required when creating or adding new contacts, as the only currently required field is the Email Address. This change would help avoid displaying the email address in signatures instead of names.
1 vote -
Default "Fit to Page" Setting When Printing
When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.
1 vote -
Integration with Productive
Would be nice to automatically update project status to confirmed when documents are signed
1 vote -
Easier access to numbering (sequence)
Hello, I would like to suggest moving the document numbering (sequencing) to enable easier access to the feature.
Now, I have to go:
- Document info
- Settings
- Document sequence
- Click on dropdown
- Choose a sequence
- Click apply
We adopted sequencing as contracts numbering, so it goes through 99% of our documents, and it's way too many steps to take for such a repetitive feature.
IMHO, it can be moved and added:
(i) as an optional choice on the document creation screen under "Add document recipients" section,
(ii) next to "Updated X minutes ago" in the top menu of the document, or…1 vote -
Create a contact in hubspot from fields in document.
We use form fields to collect a billing POC in the document process. We need to create a contact in HubSpot from these fields.
1 vote -
Lock Smart Content fields positioning in a document
If you add smart (conditional) content blocks to a one-page document, and the fields in the content library items are all positioned at the top of their respective page, those fields will be added in the same positions in the document. This could cause them to overlap with each other.
1 vote -
Markup Input and Adjustment
I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.
1 vote -
Add Move button to a completed document
Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.
1 vote -
Automation: Send completed document to other recipients
I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.
For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)
1 vote -
Disable editing characters on signature field for Signers
Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.
1 vote -
Tag documents appearing in HubSpot
To have a tagging for documents appearing in HubSpot, have multiple types of documents (proposals, contracts, agreements, etc.) be able to quickly differentiate between them in HubSpot without relying on each individual user to properly name the documents they generate
1 vote -
Ability to suggest edits using Microsoft Word with bundled documents
Right now, you can use both PandaDoc & Microsoft Word with 'Suggest edits' if there is just one uploaded document. If you add another, you can only use PandaDoc and not Microsoft Word. If you try to add another, you will get a pop-up.
1 vote -
Restrict members of the Room from downloading documents
The ability to restrict members who will come into the Room from downloading the documents attached instead of going to the document itself and restricting from there.
1 vote -
Preview generated documents under PandaDoc API
Be able to preview generated documents under PandaDoc API before being charged
1 vote -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote
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