7365 results found
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Approval workflow after suggest edits
Customer would like to have another approval workflow after changes has been made for suggest edits
5 votes -
Payment Gateway Automation
Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.
5 votes -
Design options for the signature and initial fields
The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)
5 votes -
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
5 votes -
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…
5 votes -
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
5 votes -
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…
5 votes -
5 votes
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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.
5 votes -
Fillable field - automatically expanding while recipients type on it
automatically expanding while recipients type on it
5 votes -
initials field - customization
initials field - customization/personalized/modify
5 votes -
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.
5 votes -
Importing Product Bundles from CRM
Will allow the user to import Product bundle from the CRM
5 votes -
5 votes
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5 votes
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download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
5 votes -
disable the ability for the recipient to decline a document
disable the ability for the recipient to decline a document
5 votes -
[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
5 votes -
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
5 votes -
5 votes
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