7283 results found
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Sequence number visible in Pipedrive integration document list
We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.
5 votes -
SCORE CRM
SCORE CRM
1 vote -
collect payments with Tickets.com/ProVenue
collect payments with Tickets.com/ProVenue
1 vote -
Collect payments with payonlineticket.com
collect payments with payonlineticket.com
1 vote -
Scorp CRM
Scorp CRM
1 vote -
1 vote
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ADP
Integration with ADP
6 votes -
Fields & Contacts sync in app
I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.
3 votes -
remove invite new user button at the top of the dashboard from Manager User Accounts
remove invite new user button at the top of the dashboard from the Manager User Accounts
1 vote -
Edit font when sending via link
Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.
1 vote -
AroFlo
Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.
1 vote -
Ability to disable the emails that are coming upon user invitation in SSO.
Ability to disable the emails that are coming upon user invitation in SSO.
4 votes -
Ability to limit account users from creating tags.
Ability to limit account users from creating tags.
2 votes -
6 votes
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create a report from the documents created per recipient
create a report from the documents created per recipient
15 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 -
The ability to map fields in Salesforce from a quote to the total section of the pricing table.
For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.
4 votes -
Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 votes
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