6974 results found
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HubSpot: Push contacts birth dates and custom fields from Company Record
At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot
4 votes -
Partially mask fields
Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.
2 votes -
Email optimization for Ms Outlook
Optimize the incoming emails to avoid cropped views, etc.
2 votes -
the ability to designate specific templates available to specific objects within Salesforce.
the ability to designate specific templates available to specific objects within Salesforce.
3 votes -
Zoho PandaDoc Documents Section
Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.
8 votes -
Change completed doc name from the editor view
Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.
2 votes -
2 votes
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2 votes
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15 votes
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Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
15 votes -
9 votes
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Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
Catalog: Private Notes for Catalog Items
A place for private notes when adding catalog items.
4 votes -
Description as a separate column
The option to have a description in pricing table as a separate column (Ev2).
8 votes -
Field placeholders outside of text fields
Move placeholder text outside of the field
2 votes -
Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
8 votes -
Ability to edit existing documents through HubSpot
Ability to edit existing documents through HubSpot integration instead of just PandaDoc.
6 votes -
AmoCRM
Integration with AmoCRM,
5 votes -
2 votes
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2 votes
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