7655 results found
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Change text color on a cell in Quote Builder
Allow to change the color of numbers or text each cell in a Quote.
1 vote -
Fix Chrome extension to Nimble CRM
Since updates have happened the google chrome extension and integration with Nimble CRM is no longer working. I have reached out to Nimble and they are saying this is on the PandaDoc side. Any help would be greatly appreciated.
1 vote -
Hubspot PandaDoc Product Catalog Sync
The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.
1 vote -
Default Recipient Permissions on the account level
Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)
1 vote -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
2 votes -
Copper: Search for part of an opportunity name when linking a document
PandaDoc does not support searching for parts of the name, but this would be a useful feature. When searching for a deal, the Copper Integration needs you to put the full deal name to locate it.
2 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
1 vote -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
1 vote -
Duplicate Field to all pages
Have the ability to duplicate fields to all pages in the document
2 votes -
Add the ability to take a picture with an ipad and incorporate the picture into an existing template.
Our sales reps are using PandaDoc on the iPad to price and sell Landscaping jobs. We need to be able to take a picture of a sketch to further clarify the scope of work and have the picture incorporated into the proposal/quote.
1 vote -
Ability to link a document to a Pipedrive deal via PandaDoc ipad application.
Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app
1 vote -
Safari Compatibility
I am unable to edit product descriptions when logged into PandaDoc in Safari. It works in Chromium-based browsers.
1 vote -
Open the template that is stored in a custom field on the Quote record in Salesforce, instead of manually choosing a template
We have multiple PandaDoc templates, and the correct template ID is stored in a custom field on the Quote record in Salesforce. When a user clicks our "Send with PandaDoc" button, we want PandaDoc to open directly with that specific template, without requiring the user to manually choose from the template list.
2 votes -
UKG Integration
Integrate with UKG.com
3 votes -
Edit Contact Info of a User in the Workspace
There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.
2 votes -
Add the option to password protect documents sent via bulk import
Add the option to password protect documents sent via bulk import
1 vote -
Add the option to password protect documents sent via bulk import
Add the option to password protect documents sent via bulk import.
1 vote -
Add on Services
I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off
1 vote -
Automatically Send PDF Copy to Approvers After Internal Document Approval
Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.
2 votes -
Internal CC role: Include verification process notification.
Enable a CC or Recipient role that lets you get notification, including internal verification purposes.
1 vote
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