7636 results found
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Vaultre CRM
To be able to integrate with CRM VAULTRE or have an option via Zapier,
1 vote -
Filter criteria for the dashboards view per date range
Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?
13 votes -
Customize information passed to QuickBooks
Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.
17 votes -
Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
449 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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1 vote
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create a barcode based on the entered value
create a barcode based on the entered value
1 vote -
1 vote
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27 votes
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1 vote
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Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing
Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.
1 vote -
Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)
Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)
24 votes -
Please create a paid document signing only subscription
I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).
3 votes -
Option to have Send Document EmailL content to be in the Hubspot activity
Option to have Send Document EmailL content to be in the Hubspot activity
3 votes -
Email formatting
Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.
25 votes -
Add a message/link to the dashboard
idea to add a message/link to the dashboard for all of our team members to see
4 votes -
Set default placeholder names for fields
Option to change placeholder text in field blocks permanently
3 votes -
Save Products From Pricing Table to Catalog
To have the option to save a product from the pricing table to the catalog for manually added products
8 votes -
Ability to control recurrences of notification
control how often senders and recipients get notified about document changes
1 vote -
cutomize/modify catalog items in the csv file
add spaces in a description column in csv so they will be visible in the catalog for relevant items
2 votes -
to enable a client to forward the document to more than one recipient.
to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.
5 votes
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