3784 results found
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Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
18 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.
17 votes -
Two way sync with HubSpot
Option for 2 way sync with HubSpot
17 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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Conditional fields for several recipients
Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.
17 votesLindsey Schocke responded
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Group content blocks
Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.
17 votes -
ChargeBee
Integration with ChargeBee
17 votes -
GoHighLevel CRM
GoHighLevel CRM
17 votes -
Allow recipients to revisit unfinished forms without having to restart the form process.
Allow recipients to revisit unfinished forms without having to restart the form process.
17 votesValeryia Baranava responded
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Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
17 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 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.
17 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Conditional content around pricing table and new pages added
I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.
17 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Internal notes or comments on a document/template
We would like to have an internal note on a document
17 votes -
Phone number verification
A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.
17 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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Google Workspace
Integrate Pandadoc with google Workspace
17 votes -
Set fields as "not required"/"optional" by default
availability to set some fields as "not required" by default
17 votes -
17 votes
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17 votes
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Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
17 votes -
Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document
option to setup a fillable field for date that will auto fill the date that the client opened the link
17 votes
