7252 results found
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Do not send automatic reminder if the manual reminder was sent
Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document
1 vote -
Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.
Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.
1 vote -
1 vote
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How can I mark a proposal complete if the person signs up another way, like on the phone?
How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.
1 voteHi,
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Multi-year Discounts for Subscription Pricing
We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.
1 vote -
PSRE certified
Become PSRE compliant (Indonesia)
1 vote -
Display Card details field conditionally based on the value of the variable
Display Card details field conditionally based on the value of the variable.
For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.1 vote -
HubSpot: automatic document creation
Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.
1 vote -
Option to resend a SMS reminder if a recipient's phone number has been changed
Option to send an SMS (text) reminder if a recipient's phone number has been changed. For example, if the reminder failed to send because the phone number was entered incorrectly, you need to wait 24 hours to change the phone number and send the reminder again, even if the first reminder didn't go through.
1 vote -
Option to send more than one SMS reminder during the 24-hour period
Option to send more than one SMS reminder during the 24-hour period
1 vote -
Decimal places in Salesforce tokens
Decimal places in Salesforce tokens, have more than 2 numbers after decimal
1 vote -
Images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
1 vote -
Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote -
Update multiple recipients on a single document via API.
Update multiple recipients on a single document via API.
1 vote -
Detect page number of the actual signature field on it via API
Option to detect the page number of the actual signature field on it via API. User case:
I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.1 vote -
Disable the send button on the document level
Option disable the "Send" button on documents created from certain templates. The flow is the following:
When a representative creates a document from a template and the approval flow is disabled, they should not be able to send the document immediately. Instead, the document can only be sent via an API call after it has been approved by the external approval flow.1 vote -
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Update Google Sheet when PandaDoc document status changed
When someone signs the document I send them, I would like to insert their details in a Google Sheet document.
1 vote -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
Localization in Vietnamese
Vietnamese Localization
1 vote
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