7198 results found

1. Save info from form fields when a PDF is uploaded to PandaDoc
   7 votes

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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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2. Autoassigning recipients to roles in CRM integrations
   3 votes

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3. Ability to format custom product fields from Salesforce

   Ability to pass custom product fields from Salesforce as currency.

   5 votes

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4. Hide document amount for payment before it is signed
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5. Add Document declined trigger event in Zapier

   2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

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6. Paperform

   paperform native integration: pull data from new submission to the doc

   1 vote

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7. The ability to provide a users’ management in order to automatize the user’s onboarding via API
   1 vote

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8. Pop-up with customizable text when a recipient declines document
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9. The ability to share the link in order to bulk send the documents
   1 vote

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10. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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11. Ability to send a completed PDF to both the sender and the recipients.
    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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12. 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

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13. Zoho Invoice

    Zoho invoice integration.

    4 votes

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14. TaxJar

    TaxJar integration

    2 votes

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15. The ability to unrestrict the locked blocks in bulk
    1 vote

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16. Document Approved notification

    Ability to send "Document Approved" notification to more than just the document creator.

    12 votes

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17. 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

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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18. Show USD currency on PD Billing page
    2 votes

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19. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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20. Change the color of a default contact picture

    It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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