7269 results found
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Option to only allow ACH payments via Stripe
It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.
15 votes -
Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
15 votes -
Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed
I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.
Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.
Thanks!
15 votes -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
15 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
15 votes -
ChargeBee
Integration with ChargeBee
15 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
15 votes -
15 votes
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Inbox, filter by status for documents
Filter documents in Inbox by status
15 votes -
Automatically align selected fields
Automatically align selected fields
15 votes -
Split pricing table
Split pricing table
15 votes -
15 votes
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access emails history sent by pandadoc upon sending documents
history of emails sent with email body text
15 votes -
Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
15 votes -
Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
15 votes -
Expiration date for published forms
Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)
15 votes -
Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
15 votes -
edit sent documents via mobile app
edit sent documents via mobile app
15 votes -
Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
15 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
15 votes
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