7333 results found
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Show Deal number (unique ID) when linking a document to pipedrive
When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…
2 votes -
Zapier action - create a document in PandaDoc via PDF upload
create a document in PandaDoc via PDF upload
3 votes -
Quite builder: mark products as taxable/non-taxable
For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.
1 vote -
Access Help Center with EU login
At the moment, you have to create a US-based account to be able to log in to the Help Center
1 vote -
4 votes
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SharePoint integration include Teams not just Sites
As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites
2 votes -
automatically send email after document is complete
Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.
This would save us thousands of clicks and hours of time every day.
3 votes -
Change the field type via Update document api request
Change the field type, i.e. changing the signature field to a text field
2 votes -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
19 votes -
Automatically send access into a pandadoc room once a form is signed
Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed
We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform
2 votes -
Ability to apply multiple themes in one document.
Ability to apply multiple themes in one document. For example, a different theme for one page in the template:
In one of our templates we have some pages with a white background and some with a black. I think we were hoping to be able to apply a theme to one page, so we can have the design uniform - all the text on the black background would need to be a different color than the text on the white background.2 votes -
Manually change the document status from completed to approved
Manually change the document status from completed to approved
2 votes -
Conditional logic for attachments
Allow conditional logic of smart content to add attachments to documents.
Alternative -Allow Attachments to be saved in the content library items.Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.
1 vote -
3 votes
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Recurring pricing: ability to customize the recurring pricing type.
Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.
3 votes -
report
Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section
1 vote -
Remove/turn off the "most recently used" templates option in Pipedrive
remove/turn off the "most recently used" templates option in Pipedrive
3 votes -
Electronic check payments via PayPal
Electronic check payments via PayPal (e-check)
2 votes -
Automations with notion.so
Automations with notion.so
1 vote -
Mobile app - user filter in Dashboard
Mobile app - user filter in Dashboard
3 votes
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