7098 results found
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Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
11 votes -
show the VAT (value added tax) and the gross before tax/vat in Quote Builder
It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder
11 votes -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
11 votes -
Allow recipient to pay for document during their signing order turn
Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.
11 votes -
Scheduled payment feature
- Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
11 votes -
Change the form owner but keep the same form link
Ability to change the form owner but keep the same form link.
11 votes -
Ability to add signature field without assigned recipient.
Ability to add signature field without assigned recipient.
11 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
11 votes -
Make.com
make.com integration
11 votes -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
11 votes -
Ability to customize system variables like the document reference number
Ability to customize system variables like the document reference number
11 votes -
Estimate Price range
Add Estimate price range in catalog as default.
11 votes -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
11 votes -
Chat Notification: email notifications for chat messages
As a user,
I want to recieve an e-mail notification when a new chat message has been send in a document.
so that I don't have to manually check or use the app to be notified of a new message.11 votes -
AMEX logo for Authorize net
The integration still doesn’t show the Amex logo
11 votes -
11 votes
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Notifications setting via PandaDoc Mobile App
enable/disable notifications setting via PandaDoc Mobile App
11 votes -
show cost and profit margin per line item even when the document is sent/completed
show cost and profit margin per line item even when the document is sent/completed
11 votes
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