7252 results found
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HubSpot two-way sync: add the document link we generate to an email on HubSpot
HubSpot two-way sync: add the document link we generate to an email on HubSpot
1 vote -
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
Option to Download the Uploaded File from Collect File Field in HubSpot
The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.
1 vote -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
1 vote
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1 vote
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Webhook for the subscription created in Stripe once the document is paid
Webhook for the subscription created in Stripe once the document is paid
1 vote -
Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
1 vote -
1 vote
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1 vote
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Option to subtract the fee from the total, rather than adding it to the price
Option to subtract the fee from the total, rather than adding it to the price. For example:
A charge is $1800, but 20% is a management fee, $360. So the product price should read $1440, the fee cost should be $360 and the total should be $1800.1 vote -
1 vote
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The "All Documents" / "Created by me" view should display the name of folders where the documents reside
The "All Documents" view should display the name of folders where the documents reside.
1 vote -
Option for a recipient to regenerate an expired document to sign it
The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).
I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.
1 vote -
1 vote
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Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
1 vote
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Direct separate payment links for each product in the pricing table.
Direct separate payment links for each product in the pricing table.
1 vote -
Ability to automatically generate random number on fields
The customer requests that the field be capable of generating a random number to serve as an order or reference number.
1 vote -
1 vote
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