2933 results found
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4 votes
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hide the option to Create a trial account when the document is completed
hide the option to Create a trial account when the document is completed
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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5 votes
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4 votes
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ChargeBee
Integration with ChargeBee
17 votesLindsey Schocke responded
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The ability to add page numbers to certain pages only
For example, some pages are section dividers and should not have page numbers.
3 votes -
Automations for Xero
Automations for Xero
4 votes -
Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document
Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).
8 votes -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
2 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
5 votes -
Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
6 votes -
Use Smart content with shared content library items
Option to use shared content library items in Smart content
14 votes -
Item fee an optional selection on pricing table
The ability to make the 'fee' an optional selection on the pricing table
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
6 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
11 votes -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
11 votes -
Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
2 votes -
option to place image or GIF in "Send document" message
option to place image or GIF in "Send document" message
3 votes -
add collaborator to a batch of document or all new documents at once
designate a person as a collaborator on all new documents created or be added to a batch of documents all at once
9 votes -
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
5 votes
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