7438 results found
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Import documents from Adobe Edge
Documents from Adobe Edge can be imported to PandaDoc.
1 vote -
2 votes
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Distribute products into Quote builder sections when pulling products from a CRM
Distribute products into Quote builder sections when pulling products from a CRM
2 votes -
click the name on the pricing table to show more images of the product/item
It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.
3 votes -
Update PandaDoc Document Status based on Salesforce Opportunity Stage
So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.
4 votes -
Ability to received a combined PDF for FORM responses
Ability to received a combined PDF for all FORM responses
1 vote -
Ability to remove the document from "For approval" section if the status is approved.
Ability to remove the document from "For approval" section if the status is approved.
1 vote -
Split pricing table
Split pricing table
15 votes -
Bulk upload documents from Google drive
Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.
2 votes -
adding table to content library from the Form level
Ability to add the table to the content library from the Form level.
2 votes -
Charge pop-up notification before sending the invitation to the account.
Charge pop-up notification before sending the invitation to the account.
2 votes -
1 vote
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Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote -
Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
Gastronovi
Integration with Gastronovi
1 vote -
10 votes
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Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
17 votes -
Jonas Encore CRM
Jonas Encore CRM integration
2 votes -
Prompt the sender to complete all required fields before sending the document
Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)
1 vote -
Enable default payment app for all templates, documents and forms
default payment app across all documents, templates and forms
2 votes
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