7521 results found
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Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.
Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.
1 vote -
.doc warning
If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead
1 vote -
Disable choosing cookies by the recipient
The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic
10 votes -
Pandadoc document value in Pipedrive panel
Show Pandadoc document value in Pipedrive panel
1 voteHey Panda,
Good news — we did it! 🎯
We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️
👉 Watch the quick demo:
https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68
If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.
I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.
You can also grab a slot on my calendar here:
https://calendar.app.google/pHa6Xud82oexdoyv6
But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.
⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.
Thanks for being awesome,
Alex from PandaDoc 🐼
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Do you interface with BotDoc.io?
Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.
1 vote -
1 vote
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Additional option for Expiration frequencies: send the document weekly and then monthly
Flexibility on expiration date settings for South American clients
(i.e send the document weekly and then monthly)1 vote -
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 -
change the image order in the image library
change the image order in the image library
3 votes -
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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Save fields values' when a document is downloaded as docx(word)
At the moment Fields' values are lost when a document is downloaded as .docx
29 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!
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Use Two Different Cards on same document with Authorize.net
Split payment amounts between two different cards on a single document
1 vote -
3 votes
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Bundles working with Salesforce
Should be possibility to start a bundle when creating a document bundle from Salesforce
7 votes -
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
19 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 -
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
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