7426 results found
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HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
5 votes -
Conditional fields - automatically fill out the value of another field
Conditional fields - automatically fill out the value of another field
5 votes -
Smart Content will not include the page only the content items
Smart content will only put the items on the document will not include the page
5 votes -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
11 votes -
Disable editing but keep option to add products
Disable the option for the user to edit the document (including adding new blocks) but keep the option to add the products to the pricing table.
2 votes -
Update Hubspot Property with Document Sequence number when completed
We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.
8 votes -
6 votes
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[Quote Builder]: Required option for Quote Builder
Required option for Quote Builder - similar to fillable fields
8 votes -
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
(now it's YYYY-MM-DD by default and there's no way to change it).
6 votes -
2 votes
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add GST currency ( Green Satoshi Token) to the document value
add GST currency ( Green Satoshi Token) to the document value
2 votes -
Calculate tax by location
Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time
17 votes -
Conditional fields for several recipients
Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.
16 votes -
7 votes
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Create a “convert PD variables to hubspot variables” feature
A button that you click that will automatically replace PD variables in templates/documents with supported equivalent HubSpot variables for use with integration.
1 vote -
Option to sign the document only after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
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
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