5927 results found
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1 vote
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
9 votes -
2 votes
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include the Bill To First and Last Names to Authorize.net payments
include the Bill To First and Last Names to Authorize.net payments
2 votes -
9 votes
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Use API to integate Pipedrive with PandaDoc
To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.
1 vote -
4 votes
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Zoho Invoice
Zoho invoice integration.
4 votes -
Customer Facing Tutorials
Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.
Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.
2 votes -
TaxJar
TaxJar integration
2 votes -
1 vote
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Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
10 votes -
8 votes
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Change the email body for notifications to CC'd recipients
So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.8 votes -
2 votes
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Search by Company
Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.
4 votes -
Save PandaDoc to the desktop via drag and drop
Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.
2 votes -
Payment gateway for Converge Pay processed by Elavon
Payment gateway for Converge Pay processed by Elavon.
2 votes -
3 votes
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1 vote
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