3829 results found
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4 votes
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1 vote
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Shared with me folder to be available from HubSpot on EV2
Shared with me folder to be available from HubSpot on EV2
3 votes -
Sync HubSpot tokens and the ones in a document
At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company
7 votes -
email with high priority
Would like to be able to send emails with high priority.
2 votes -
Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
93 votes -
Dark mode for Teams
Seem like you've overlooked styling for dark mode in the Teams integration. Just been trying it out today, but the display could really do with some attention as shown in the screenshot attached.
2 votes -
[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
38 votes -
Catalog item description formatting on import
Allow to pass the formating for item descriptions for catalog items
3 votes -
option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.
option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.
4 votes -
Change expiration date via mobile app
Customer would like to be able to adjust the expiration date after the doc has been sent via the mobile the same way it can be done via the web app
2 votes -
In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
2 votes -
change page type
Ability to change the page type after the page has been created and items have been added
2 votes -
Wolters - Kluwer (CCH) CRM
wolters - kluwer (CCH) crm integration
2 votes -
Trigger Approvals based on if a section is edited
Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.
6 votes -
Improved connection to Square
As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.
6 votes -
add thank you message display after the form summation
add thank you message display after the form summation
6 votes -
Export the list of Paid documents.
Export a list of paid documents with the name, amount and date it was paid.
4 votes -
youtube search
The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.
It would be far easier to search YouTube from within Panda doc.
If you could limit the scope of search to a specific account even better.1 vote -
Have a possibility to create groups within workspaces
Have a possibility to create groups within workspaces
3 votes
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