738 results found
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Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
Option to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
1 vote -
Expiration for only recipient not the entire document
Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.
5 votes -
Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
1 vote -
add tags to multiple documents
adding tags to multiple documents
10 votes -
Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
3 votes -
Ability to sort by signer statuses for a document in the documents tab
Would like to have the ability to show the statuses of the document's recipients and sort them in the document list. For example, a document may be completed by one signer, but the other has only viewed it.
4 votes -
We should have the option to save more than one Pipedrive Deal in Pandadoc.
We should have the option to save more than one Pipedrive Deal in Pandadoc.
3 votes -
See Who Moved Documents or Folders to Another Folder
Is there a way to see who moved documents or folders to another folder and when they moved them?
1 vote -
restrict the access to the completed document for one of the recipients
restrict the access to the completed document for one of the recipients
3 votes -
1 vote
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Be able to add Templates and Documents into a folder
Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held
2 votes -
Disable 'Created by me' filter in document list
Remove some default filters in the document list.
"We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."
1 vote -
Sort documents by specific year or month
Be able to sort by a specific year or month.
2 votes -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
3 votes -
Include template name in the audit trail
It would be good if the template name that was used could be included in the audit trail
1 vote -
Download 2 separate PDFs
I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files
1 vote -
Re-open suggestions
The option to re-open approved/rejected suggestions, like with comments.
1 vote -
Track document completion based on items that have/have not been completed
The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.
1 vote
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