5967 results found
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HubSpot variables
If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable
3 votes -
Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.8 votes -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…4 votes -
Word Doc as an option to download for the client
So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se
3 votes -
4 votes
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WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
12 votes -
Ability to add conditional fees.
Ability to add conditional fees.
The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.3 votes -
edit bullet colours apart from text
should be possible to create red bullets and have black text following?
4 votes -
5 votes
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Dynamics 365 Jobs
Integration with Dynamics 365 Jobs
2 votes -
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders
2 votes -
3 votes
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Pricing table data merge option for Pipeliner CRM
Data merge option for Pipeliner CRM
- will alloe the user to set up data merge for Pipeliner CRM
1 vote -
1 vote
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recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp3 votes -
webhooks history via API
webhooks history via API
5 votes -
11 votes
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One recipient to review document (without signing) before sending to another recipient
one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.
3 votes -
Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes -
31 votes
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