7336 results found
-
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
16 votes -
Upload PandaDoc signed documents to Nimble CRM contacts files.
Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.
1 vote -
1 vote
-
Set up the format for different currencies in the workspace settings
Set up the format for different currencies in the workspace settings
1 vote -
Option to include company name in the reporting
To show the company name in the report as we have some signers signing for multiple brands
1 vote -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
20 votes -
Edit Email Subject Line Inviting Collaborators
Have the ability to edit the subject line when inviting a collaborator
1 vote -
Ability to adjust video links via API.
Ability to adjust video links via API.
1 vote -
HubSpot two-way sync: add the document link we generate to an email on HubSpot
HubSpot two-way sync: add the document link we generate to an email on HubSpot
1 vote -
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
Recipient Groups in Forms
We would like to use recipient groups in Forms. Currently, they are only available on documents.
2 votes -
Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
4 votes -
Automations: Forms: Move created Sent or Completed Form Documents to a Folder
Moving sent or completed documents to a selected PandaDoc folder - for Forms
6 votes -
Automations: custom email message when sending another document
Option to setup a custom email message when sending another document via Automation
2 votes -
Utilize Variables inside Content Library
having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times
5 votes -
Option to Download the Uploaded File from Collect File Field in HubSpot
The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.
1 vote -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
1 vote
-
1 vote
-
Webhook for the subscription created in Stripe once the document is paid
Webhook for the subscription created in Stripe once the document is paid
1 vote
- Don't see your idea?