6793 results found
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The option for an "Approver" in the approval workflow to reassign their approval to someone else
The option for an "Approver" in the approval workflow to reassign their approval to someone else
2 votes -
Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
2 votes -
CPACharge
CPACharge integration
2 votes -
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
2 votes -
Create a record in Salesforce when document is completed
The ability to create records in Salesforce when a document status changes
2 votes -
Pass specific currency formatting to PandaDoc
At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.
This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.
4 votes -
8 votes
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Instalments: ability to set a custom due date for the first instalment
Instalments: ability to set a custom due date for the first instalment within the instalment pop-up
4 votes -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
13 votes -
Variables in title with Forms
Ability to use variables in title with forms,
24 votes -
Ability to set conditional rules for fields assigned to different roles
Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial
2 votes -
Send the document automatically from HubSpot
Send the document automatically from HubSpot
2 votes -
Combine image and text block / add image to a text block to connect them
Combine image and text block / add image to a text block to connect them
1 vote -
Highlight the price of a product in the quote
Highlight the price of a product in the quote
1 vote -
Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
1 vote -
Automatically delete a document (move to trash) after a given amount of time
For compliance and security reasons, be able to configure the length of time after which a document is automatically deleted (moved to the trash).
This would enable compliance with GDPR or similar regulations that require data to be deleted after a certain time.1 vote -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
7 votes -
Automatically turn on 'Enable optional item' for pricing tables and quote builder
Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this
4 votes -
PandaDoc desktop app
PandaDoc desktop app
9 votes -
to change the colour of individual text elements in a quote builder
to change the colour of individual text elements in a quote builder
For example, to make the ticks green and the crosses red in the description
3 votes
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