7340 results found
-
Update Hubspot Property with PandaDoc document status.
I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!
1 vote -
Billing Frequency Variable
Users would like to have a system variable that captures the billing frequency of products and inserts this value anywhere within the document.
2 votes -
Add Hebrew as a supported recipient view language in PandaDoc
Hello PandaDoc Team,
I am a user from Israel, and many of my clients are Hebrew speakers. Currently, Hebrew is not available as a recipient view language option in PandaDoc. This makes it difficult for my clients to fully understand the signing process, since all buttons and instructions are shown in English or other supported languages.
I would like to kindly request that Hebrew be added as a supported language in the Localization feature. This is very important for my business, as I am considering purchasing an annual plan with PandaDoc, and Hebrew support would make the platform significantly more…
1 vote -
Auto-Sync Calculated Values Across Pricing Table Sections
Ability to automatically carry over or sync calculated values from one section of a pricing table to another
2 votes -
ability to add 3rd discount in one pricing table: 1) in the line items, 2) in the subtotal, and 3) overall total.
I finally had time to try to make this work and I can get two discounts to work but we actually need to be able to have 3:
1) line item discount
2) multi-year discount
3) reseller discountWe need them to also calculate in that order.
2 votes -
Disable the option for the recipient to reply on the reminder
Disable the option for the recipient to reply to the reminder
2 votes -
Advanced Pricing Table: Total
Hide the total unless the items are selected.
2 votes -
Agree icon
Would like to add an Agree button, this helps with seamless document worfklow and type of documents I build
1 vote -
Video Conference Integration with AI
The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.
1 vote -
Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts
Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts so numbers are autopopulated when going to send document via SMS/Text
1 vote -
1 vote
-
Option to set an admin for each folder
Option to set an admin for each folder
2 votes -
Ability to transfer ownership of a Room
Ability to transfer ownership of a Room
2 votes -
Solidgate payment integration
The customer is moving away from Stripe to Solidgate and would like to integrate it with PandaDoc.
2 votes -
API: Embedded Signing for Recipient Groups
The feature to support recipient groups with embedded signing.
2 votes -
Attached the second document to Pipedrive or CRM when the first document is completed.
Currently, when using the automation "Sending another document when PandaDoc document status changes", only the first document is attached to Pipedrive or in the CRM. But the second document should also be attached.
1 vote -
Conditionally require a field based on another field
I would like to be able to require a field only if another field has a specific value. Example: If a dropdown field = Yes, then require another field to be filled out.
1 vote -
Display PandaDoc app vertically in Monday.com
We'd like to display PandaDoc in monday.com vertically
1 vote -
Pull/add existing products from catalog into Quote Builder
Currently, it's not possible to directly add existing products from your catalog into a Quote Builder via API (when creating documents via API with Quote Builder, all product information must be passed at the time of document creation, and products stored in PandaDoc cannot be used to populate Quote Builder)
2 votes -
Remove inactive users automatically / auto-deprovisioning
The customer would like to remove users automatically based on the inactivity status so it is easy to keep the account user list clean. They have over 2700 users in the account and it is difficult to track inactive users and remove manually.
2 votes
- Don't see your idea?