7325 results found
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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 -
Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
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 -
Make.com
make.com integration
11 votes -
Allow to send a document with multiple signers to send without knowing the additional signer's email
It would be helpful if there are multiple signers to a document:
- first signer identified/assigned - fields.
- Second or multiple signers - unknown emails/unassigned.Perhaps when they receive the document, there could be a registration or verification for the field assignments.
Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
Issue: sender does not know the additional signers to add before sending the document11 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 -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
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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Calendly
ability to integrate Calendly
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 -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
11 votes -
AMEX logo for Authorize net
The integration still doesn’t show the Amex logo
11 votes -
to disable adding the emails that have been added in CC to the HubSpot contacts
if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.
The client wants to disable this feature.
11 votes -
11 votes
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Notifications setting via PandaDoc Mobile App
enable/disable notifications setting via PandaDoc Mobile App
11 votes -
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.
11 votes
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