6612 results found
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Transfer documents from Hubspot to Salesforce
Automatic document transfer from Hubspot to Salesforce.
4 votes -
1 vote
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1 vote
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2 votes
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Signed document: Copy of signed document sent out to all recipients
example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically
3 votes -
[Google Sheets] Pass token data
Ability to easily pass token data to Google Sheets or email after the document is completed
3 votes -
3 votes
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Ev2, document link to be viewed
The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.
2 votes -
Edit the email message when document has been approved
remove or modify the message "Feel free to send the document now." when a proposal has been approved
1 vote -
2 votes
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Hide borders for individual borders on the Editor 2.0
The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.
3 votes -
Zero CRM
Zero CRM Integration
1 vote -
[Catalog] Order by SKU code
The option to make the articles to be ordered by default within their folder by the SKU code (catalog).
2 votes -
3 votes
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1 vote
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2 votes
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Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
4 votes -
2 votes
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Document Workflow: Collect Shipping and Billing Details
A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.
3 votes -
1 vote
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