7337 results found
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3 votes
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Document Selection in PandaDoc Based on Certain Fields.
Document Selection in PandaDoc Based on Certain Fields.
3 votes -
Maintain variable placement when the source file is replaced in the document
The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature
1 vote -
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
2 votes -
Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
18 votes -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes -
1 vote
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Override MS Dynamics date variable settings with PandaDoc date settings
Override MS Dynamics date variable settings with PandaDoc date settings
2 votes -
2 votes
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1 vote
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Update a document with values from PipeDrive after the document has been sent
Update a document with values from PipeDrive after the document has been sent
1 vote -
Option to see who completed the document from the document list
The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.
1 vote -
Increase recipient limit
Increase limit of 50 recipient
1 vote -
API delete call - for a specific page only
API delete call - for a specific page only instead of an entire document
6 votes -
1 vote
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3 votes
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Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?4 votes -
1 vote
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GreytHR
It would be helpful for cross team collaboration to have GreytHR integration
1 vote -
1 vote
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