7283 results found
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Cybersource
Add Cybersource as payment integration
2 votes -
salesforce - pandadoc logs
Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?
3 votes -
Upload multiple files in a single collect files field
Option to upload multiple files in a single collect files field
39 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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HubSpot form to download a PandaDoc to see readership statistics
Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?
1 vote -
1 vote
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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 -
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
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