7332 results found
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Option for the recipient to change the description in the quote builder
Option for the recipient to change the description in the quote builder
1 vote -
Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
1 vote -
1 vote
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Integration with Knowify.
Integration with Knowify.
1 vote -
2 votes
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An option to import and select any font, and then alter which weight of that font you want.
An option to import and select any font, and then alter which weight of that font you want.
For example, I have imported a font called ‘Archivo’ from Google fonts, but I can only use and see a single weight. Whereas the font is available with the following weights;
- light
- Regular
- italic
- semi bold
- semi bold italic
- bold
- bold italic
- black
- black italicAs of now, PandaDoc only allows the use of one for every imported font.
3 votes -
Being able to extract existing graphics from the Reporting feature
Being able to extract existing graphics from the Reporting
5 votes -
Keep/ do not delete signature certificate when completed document is edited
Keep/ do not delete the signature certificate when a completed document is edited
2 votes -
Integration with AI redlining/contract review tool
Integration with AI redlining/contract review tool like: https://www.spellbook.legal/
https://www.ivo.ai/2 votes -
Ability to connect Authorize.net sandbox environment.
Ability to connect Authorize.net sandbox environment.
2 votes -
HubSpot - tokens available on deals for linked/sub/ associated deals
HubSpot - tokens available on deals for linked/sub/ associated deals
2 votes -
2 votes
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Sync Pipedrive contacts with PandaDoc
sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level
4 votes -
Make forms private
Make forms private so not everyone with the link can access it
3 votes -
Ability to Tag commonly used signer
Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful
1 vote -
Generate a contract in HubSpot when a document is completed/signed/paid
When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''
2 votes -
Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes -
5 votes
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Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
8 votes -
Push PD doc status to any Dynamics table that is mapped to a template
Ability to update a field on the linked Dynamics entity(table) when the document status changes in PD. This is similar to the existing automations which update the Quote and Opportunity Stage in Dynamics. But this would work with any Dynamics table that is mapped to PD.
The automation should either provide the ability to specify the Dynamics field to be updated, or it could use a hardcoded field (e.g. pd_docstatus) which would be added to the Dynamics table.
The PandaDoc iframe in Dyanmics is great, but it requires users to manually monitor and respond to the PD status. This automation…
1 vote
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