7195 results found
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live web document without having to assign 'Role
live web document without having to assign 'Role'
4 votes -
The ability to pay the document right after you sign it
When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.
7 votes -
Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
Hiding documents from Inbox
Not deleting them
1 vote -
6 votes
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2 votes
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3 votes
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List documents endpoint
API: List documents endpoint
The option to show:
1) total number of pages
2) total number of documents5 votes -
9 votes
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payment limit
Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)
2 votes -
Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
2 votes -
Add a link t a document that will trigger some action in Pipedrive when a user clicks on it
I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?
1 vote -
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
4 votes -
1 vote
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Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes -
Bind PD documents to be seen on the Microsoft Dynamics 365 forms
Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.
3 votes -
[Bulk send] email design
Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).
7 votes -
Key-based digital signature
Key-based digital signature for PandaDoc: https://helpx.adobe.com/acrobat/using/certificate-based-signatures.html
5 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
3 votes
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