7104 results found
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9 votes
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Granular Notification Settings for Forms initiators and workflow receipients
Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.
Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?
If this is…
9 votes -
Option to resize logo
An ability to resize logo for the recipient's view
9 votes -
Account Messaging / Notifications for Admins Only
Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.
9 votes -
separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes -
Create Additional Headings
Ability to create multiple heading styles in a template
9 votes -
Disable option "send document" via app (leave only share via link)
disable option "send document" via app
(leave only share via link)9 votes -
Pull PD analytics back to HubSpot
For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.
9 votes -
Collaborate on Content Library Items (inline commenting and chat on Content Library items)
Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items
9 votes -
Signature cannot be placed until all required fields are completed
Signature cannot be placed until all required fields are completed
9 votes -
Variables with Dropdown option AND/OR Repeatable Fields
I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.
For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.
I can either:
a) make a Variable with no dropdown option, or
b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…9 votes -
Hubspot - set document value
When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot
9 votes -
Add the ability to make a field read only
Add the ability to make a field read only
9 votes -
Hide document sequence on the recipients end
hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.
9 votes -
street address validation
Validation that the address is a confirmed street address
9 votes -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
9 votes -
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)
9 votes -
Link existing document for Monday.com Integ
link an existing document to an item in Monday through the integration?
9 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
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Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
9 votes
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