7351 results found
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add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
Duplicate categories in the catalog
Duplicate categories in the catalog
4 votes -
When sending a document to multiple signers to have a message for just one signer.
When sending a document to multiple signers to have a message for just one signer.
5 votes -
Federated setup
Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.
1 vote -
Xero Practice Manager integration
Native integration with Xero Practice Manager
1 vote -
Ability to rename documents in bulk
We have this license number we have from DPS, its on all the docs we have and it needs to be updated
3 votes -
Default drop down lists for states
Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.
6 votes -
Set date field manually then make uneditable
Have an option to manually set the date field and make it uneditable.
1 vote -
1 vote
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Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
4 votes -
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
3 votes -
Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
7 votes -
Have the option to change the document status manually from the Dashboard / Home.
Have the option to change the document status manually from the Dashboard / Home.
12 votes -
Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
2 votes -
Export Contacts who have not completed documents sent to them
To export the contact info for all contacts that have been sent a document to sign but have not signed.
3 votes -
Ability to convert signed contract into QuickBooks using HubSpot
Ability to convert signed contract into QuickBooks using HubSpot
2 votes -
10 votes
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Pull items from content library as an attachment/hyperlink
Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.
10 votes -
Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
33 votes -
2 votes
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