6442 results found
-
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
8 votes -
Ability to limit account users from creating tags.
Ability to limit account users from creating tags.
2 votes -
Hidden Documents
It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.
3 votes -
Pull PD analytics back to HubSpot
For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.
9 votes -
Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
Variables to be filled in with Capital letters by default
Hello,
So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
Can you please look into this, as this could be a deal breaker for many scenarios.1 vote -
pass tokens HubSpot to PD forms
pass tokens HubSpot to PD forms
11 votes -
Disable expiration time / ability to set no expiration on document [Workaround in comments]
disable expiration time
34 votes -
option for OCR and lock number of characters in a field other than SSN.
option for OCR and lock number of characters in a field other than SSN.
1 vote -
1 vote
-
The ability to set up a maximum limit for discounts in the pricing table.
The ability to set up a maximum limit for discounts in the pricing table.
1 vote -
Sort Forms into different folders
Folder organization for Forms.
30 votes -
Ignore smart content block if no Content Library items are used when document is created via API.
The option to ignore smart content block if no CLIs are used when document is created via API.
3 votes -
Field size adjustment shortcut keys
Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.
4 votes -
Signature settings for specific documents
ability to select signature type for specific templates/documents
37 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Highlight/ point out unassigned fields in the template/document
should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields
7 votes -
WorkOrder Standard Object in Salesforce
Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration
1 vote -
enforce users to use catalog items so they can not free text line items into price tables
enforce users to use catalog items so they can not free text line items into price tables
1 vote -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes -
Disable Instruction boxes (Start, Next, Finish) when the recipient receives the document during signing in.
Disable Instruction boxes when the recipient receives the document during signing in.
6 votes
- Don't see your idea?