3830 results found
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Attachments from Hubspot
The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration
2 votes -
"Send as" in mobile app
"Send as" in mobile app
2 votes -
ACPR Compliant
ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough
2 votes -
signatures compliant in Thailand.
signatures compliant in Thailand.
2 votes -
9 votes
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Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 votes -
Ability to sign a digital check in PD
Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.
This would mean the ability to actually sign a check in PandaDoc for processing.
1 vote -
Reset workflow when duplicating a template
When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.
1 vote -
Add the ability for admin to have notifications for entire workspace
Add the ability for admin to have notifications for entire workspace
11 votes -
Zoho: pass products from related lists
Zoho: pass products from related lists (not from the products in deal directly).
1 vote -
Headers/footers for uploaded pages
when adding file the page header and footers are not applied. Do you have a solution for this?
25 votes -
13 votes
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Show deals or quotes created from Pipedrive in Reporting CSV
Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive
3 votes -
Required field countdown bar in EV2
in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1
1 vote -
Layout of Previous Page Captured When Adding New Page
When adding a new page, the orientation of the previous page is used with the new one.
1 vote -
Data entry tool
Looking for a data entry tool. Complex chart cataloging
1 vote -
Create and Send document in one API call
Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.
6 votes -
Forms feature in Nimble
use the forms feature with Nimble integration
1 vote -
ability to place checkbox over an attachment
When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
ex. renewal agreement attached to a qbr1 vote -
Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votes
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