7336 results found
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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 -
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
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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:
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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 -
Update multiple recipients on a single document via API.
Update multiple recipients on a single document via API.
1 vote -
Template Revisions Endpoint
Get revisions of the templates to see how they have been changing historically
3 votes -
Map line items to a table block
Map line items to a table block via Zapier and/or native integrations.
4 votes -
Split documents to save in different folders
The ability to split documents into different folders.
i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes
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