7420 results found
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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 -
map pricing table footer items to CRM fields
Make pricing table footer fields available for custom mapping
4 votes -
Add tag colors for further organization
The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.
3 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 -
Dynamic fields when pulled from Salesforce
Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.
7 votes -
Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
9 votes -
[Bulk action] Select and edit several documents at once
Select and edit several documents at once.
8 votes -
1 vote
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Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
6 votes -
7 votes
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Bulksend report
Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.
3 votes -
Reduce Size of Video Block / Change video aspect ratio
You should be able to reduce the size of a video block
9 votes -
Save CC details via payment app
The option to save clients' CC details via payment app (payment block).
9 votes -
Set recipient name after it's in Sent status
Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)
1 vote
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