7148 results found
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Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
19 votes -
Use Two Different Cards on same document with Authorize.net
Split payment amounts between two different cards on a single document
1 vote -
Bundles working with Salesforce
Should be possibility to start a bundle when creating a document bundle from Salesforce
7 votes -
Proposals that can convert to Contracts
It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.
2 votes -
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
2 votes -
The ability to change a pricing table image from the document.
The customer would like to be able to edit pricing table images from the catalog from within the document.
5 votes -
Signature Certificate when using initials
We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks
21 votes -
3 votes
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Link pricing catalog to specific template
Assign a Pricing catalogue to be used with a particular template.
1 vote -
Add questions before the form
Add questions before the form about recipient to gather data before the recipient begins filling out a form.
2 votes -
Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 votes -
Dynafile
Integration with Dynafile
2 votes -
4 votes
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Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
29 votes -
Banner Of Feature Difference Across Plans Before Upgrading/Downgrading
To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.
1 vote -
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.
4 votes -
ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes -
remove Open PandaDoc option from the page once the recipient signs the document.
remove Open PandaDoc option from the page once the recipient signs the document.
Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.
Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.
1 vote -
Pricing table: calculation for one section
Option to add a percentage fee only for one separate section
1 vote -
Mobile/Web App will be able to complete a document when there are internet interruptions.
Mobile/Web App will be able to complete a document when there are internet interruptions.
1 vote
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