6781 results found

1. force logging in to the account before the account user could see the contract
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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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2. Ability to send password-protected documents in bulk
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. customize triggers for Zapier setup
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4. Solupay

   Connect PandaDoc with Solupay payment gateway

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5. Preserving the recipient preassigned to a role on a template when creating a document from it in the mobile app
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   Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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6. Ability to pull information about products from salesforce to a document as variables/tokens
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7. Product Description in CRMs

   Pricing table: the option not to pull the product description while it still stays in the CRM.

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8. A Paid badge in PDFs of paid documents

   A PDF of a paid document should include the PAID badge, the same as the web view version

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9. Adding different prices for one item in catalog
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   Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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10. Ability to backup account data manually
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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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11. Drag & drop feature for touch devices (iPad)

    Drag and drop feature for touch devices

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    Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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12. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

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14. Make drawing signatures more precise
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15. Filter documents by products added from catalog
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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Export recipients' data of the docs in a specific status
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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. [Hubspot] have a date and time stamp within the document itself
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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18. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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19. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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20. Global settings: Install Pipedrive for the whole organization
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