7285 results found

1. Utilize Variables inside Content Library

   having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

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   5 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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2. Ability to add contact details from Monday deal

   Pandadoc X Monday.com

   On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a signed quote etc. Thank you for considering.

   Pandadoc X Monday.com

   On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a… more

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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3. Ability to modify payment getaways on the document/template level

   Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations

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   3 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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4. Clio

   A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance they're just going to go with DocuSign. DocuSign will probably come in more expensive, but because it creates more automations and less manual work, they will probably view it as a better solution. I'm hoping we can build a native integration out with Clio to help us win more legal deals as they typically are higher in value!

   A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance… more

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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5. Hide Sender's email in Document Notifications

   Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

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   1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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6. Fillable field - automatically expanding while recipients type on it

   automatically expanding while recipients type on it

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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7. initials field - customization

   initials field - customization/personalized/modify

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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8. Enable 2 (multiple) payment gateways for documents.

   Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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9. Have a Zapier trigger where it can collect files from a PandaDoc upload files field.

   Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Importing Product Bundles from CRM

    Will allow the user to import Product bundle from the CRM

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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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11. Export document data (specifically expiration date) onto spreadsheet.
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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Notifications for cc recipients whenever document is signed by a Signer
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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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13. disable the ability for the recipient to decline a document

    disable the ability for the recipient to decline a document

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. [Pricing table]: show line item fee total in the total

    Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

15. Ability to remove / customize quick access templates preview

    Ability to remove / customize quick access templates preview

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    1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

16. Adjust the boldness/line thickness of a draw signature
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    1 comment  ·  Other  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

17. Apply pricing table number of decimals to calculations also

    At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

18. Automation: select document creator when using automation to send another document

    When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

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    1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

19. Export variables value

    Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

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    1 comment  ·  Usability Improvements  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

20. Ability to add links/modify notification message sent to recipients

    For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded