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60 results found

  1. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    77 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is really important part of whitelabelling. Not only should be shareable link be the custom domain, but the actual hosted page of the document should also be the custom domain.

    Gabriel Lawrence supported this idea  · 

  2. [Payments] Australia Stripe BECS

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  3. PAD

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence shared this idea  · 

  4. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    323 votes

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    In development  ·  27 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  5. Tokens/Variables in saved messages / email body or subject

    128 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  6. Stripe: automatically add a fee if a invoice recipient chooses to pay via credit card

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  7. Improve integration with the api (Stripe)

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  8. Automatically place signature/initial or any field on every page by dropping it once

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  9. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    35 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Gabriel Lawrence commented  · 

    I believe this is already possible. All you need to do is have a role on the template prefilled as a cc and it will send it to them after completion.

  10. Select a template automatically salesforce

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  11. Send the document automatically after approval

    39 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  12. send a document to signature via Salesforce automatically

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence commented  · 

    This should have more upvotes. Based on certain criteria, you should be able to change the status of an opportunity to something specific and have a Pandadoc sent automatically with all the fields filled in and connected to the opp.

    Gabriel Lawrence supported this idea  · 

  13. Pricing table inherit Salesforce Euros formatting

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  14. Include Salesforce opp link in approve notification

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  15. hide sections mapped from Salesforce

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  16. Push Form document to Salesforce

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  17. Salesforce Mobile App Capability

    20 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  18. Update salesforce opp once the document is completed

    5 votes

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    Beta  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  19. Salesforce CPQ Integration

    49 votes

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    In development  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  20. Approval Workflow by Manager after the recipient sign the contract

    20 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Gabriel Lawrence commented  · 

    This would be great to add workflow after a document is signed by customer. Let's say customer signs the contract, you would have a further workflow after completed document but pending work completion. Then have the internal services team sign off after the actual work is complete. A defacto work order tool built right into the quoting engine.

    Gabriel Lawrence supported this idea  · 
2