7689 results found
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Option for Quarterly Billing pricing in the catalog
Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.
5 votesYou can check this article to learn more about the available billing frequencies and recurring products in PandaDoc CPQ:
https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFR0ZZQKH142C9PDMERM4YCP
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Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
5 votes -
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
5 votes -
Two separate Authorize.net Accounts
Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.
5 votes -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
Recipients able to click on hyperlinks on a sent document without having to download PDF
For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.
5 votes -
Stop Payment Reminders on sent
Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.
5 votes -
Use HubSpot properties to assign recipients to the role
When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
Option to fill the signers (recipients) based on custom properties5 votes -
Drag & drop Variables
The variables could also have the option to be placed with drag & drop as content blocks are.
5 votes -
upload document from email to pandadoc
eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc
5 votes -
Set a date range for recipients to choose from on date fields
Set a date range for recipients to choose from on date fields
5 votes -
Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace
Document sequencing in a second workspace works with a shared template from first workspace
5 votes -
5 votes
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Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
5 votes -
Option to filter document in reporting via recipients name
Option to filter document in reporting via recipients name
5 votes -
Revolut payment gateway
Adding Revolut payment gateway to PandaDoc's integration.
5 votes -
Blank page does NOT appear when using smart content with multiple pages.
Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.
5 votes -
Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
5 votes -
Select the whole pricing table as a multiple choice option.
Multiple choice option on multiple pricing table.
This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
- same as multiple option on function5 votes -
Ability to make radio buttons look like checkboxes.
Set up checkboxes with logic to select at least one for W9 forms.
"Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"
5 votes
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