Skip to content
← Have an idea? Share it!

Settings and activity

3 results found

  1. The possibility to add the sequence number without sequence name

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Summer Nagy commented  · 

    Customer would like to pull in the document auto-number without the sequence name label.

    Feedback: "It does seem like a common need to display the sequential number in a document without a label on that number. I would hope there is another way without having my staff find out what the last document number is and have to fill it in manually.
    I can see that wrecking havoc on issuing stock certificates."

  2. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

    49 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Summer Nagy commented  · 

    A feature that allows senders to have customers accept terms and conditions before signing. "I want a customer to click a link that references our terms & conditions before they are able to e-sign a quote/order."

  3. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    87 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Summer Nagy commented  · 

    "My templates have a title and when I use the create document with within my CRM copper. The document title changes to the opportunity, person name or company name. Is there a way to incorporate both the template title with the what is pulled over from copper?" "Is there a way to do that without clicking the renaming button on the title? Something that is automated."