Settings and activity

5 results found

1. Integration feature with Zapier to change email subject

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Jim Carlson supported this idea  ·  Jan 11, 2023

2. Adding a "Complete" status to the documents with payment gateways

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jim Carlson supported this idea  ·  Dec 22, 2022

3. Only pay for Forms that are completed vs generated/started

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Jim Carlson commented  ·  Aug 18, 2022  ·  Edit…  ·  Delete…

   I'd recommend Signing a Form and Submitting payment at the same time provides a better UX for the (soon to be customer)

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   Jim Carlson supported this idea  ·  Aug 18, 2022

4. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

5. Use custom variables/fields in forms

   62 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,
   Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.

   Jim Carlson supported this idea  ·  Dec 22, 2022