7224 results found
-
Vertical videos format
Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)
6 votes -
How can I mark a proposal complete if the person signs up another way, like on the phone?
How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.
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 click the link below! -
Multi-year Discounts for Subscription Pricing
We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.
1 vote -
PSRE certified
Become PSRE compliant (Indonesia)
1 vote -
Display Card details field conditionally based on the value of the variable
Display Card details field conditionally based on the value of the variable.
For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.1 vote -
HubSpot: automatic document creation
Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.
1 vote -
Option to generate one document link for all recipients
Share a single document link with all recipients, rather than creating a unique link for each user.
16 votes -
The ability to splice existing paragraphs in a document
The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.
2 votes -
Ability to upload more than 10 files to Attachments
Ability to upload more than 10 files to Attachments
2 votes -
Automatically apply the signer's name to the document completion notification
Automatically apply the signer's name to the document completion notification
2 votes -
Import from CRM option for sent and viewed documents
Option to update values from Salesforce via Import from CRM option for sent and viewed documents
1 vote -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
16 votes -
Option to resend a SMS reminder if a recipient's phone number has been changed
Option to send an SMS (text) reminder if a recipient's phone number has been changed. For example, if the reminder failed to send because the phone number was entered incorrectly, you need to wait 24 hours to change the phone number and send the reminder again, even if the first reminder didn't go through.
1 vote -
Option to send more than one SMS reminder during the 24-hour period
Option to send more than one SMS reminder during the 24-hour period
1 vote -
Decimal places in Salesforce tokens
Decimal places in Salesforce tokens, have more than 2 numbers after decimal
1 vote -
Images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
1 vote -
4 votes
-
Word wrap option - Dropdown field
word wrap option - Dropdown field
3 votes -
Files attached to a document to pull over into the new version of the document upon being duplicated
2 votesHi,
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 video:
-
Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote
- Don't see your idea?