6413 results found

1. [Bulk action] Ability to change sequence of multiple templates at once
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Notification of unfilled fields for sender
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3. Do Not Contact Setting
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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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4. Comments default display in both internal and recipient mode
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5. Expose Cost/Profit margin endpoints in API + Zapier

   Cost/Profit Margin endpoints exposed in PandaDoc API

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6. Ability to download a receipt as a separate document (PDF)
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7. JSON Payload Update for EV2 with Salesforce

   Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

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8. Ability to upload PDFs to comments on a document
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9. Copper Sync - Refresh Document

   Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

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10. Reset branding
    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. Move Checkbox

    Ability to adjust were the optional checkbox falls in a pricing table

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. Catalog - Ability to update custom columns with a CSV
    2 votes

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13. Unchecked boxes disappear once sent to client

    Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. PayFlow Pro gateway support by the PayPal integration
    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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15. Automatically mark PD domain as safe sender
    2 votes

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16. Hubspot - documents created from an object show up under other objects associated with this object
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. Hubspot contact in a deal to be auto assigned to a role
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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18. api revision number as token

    api revision number token for document changes

    2 votes

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19. Ability to view all documents created in HubSpot in any object
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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20. Support Samsung Internet browser (mobile) for recipient's view

    Support Samsung Internet browser (mobile) for recipient's view

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    Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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