5967 results found
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[Word export] Keep aligning and text spacing
Keep text aligning and spacing, remove additional text boxs that appear after exporing the document to Word
3 votes -
column-wide text formatting in pricing tables
Currently if you export a pricing table to the content library and then reimport it into another template all of the formatting is messed with (it changed all text to a large incorrect font, made it bold and aligned it to the right!) either fix this or allow column-wide text formating for non-numerical cells in a pricing table so we can at least fix it quickly.
1 vote -
Export all of Smart Form submission as PDFs in one click.
Export all of Smart Form submission as PDFs in one click.
1 vote -
View the usage credits used with Make.com documents
View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make
2 votes -
Reports: Ability to filter all documents
Have the ability to filter all documents, not just by "Sent", "Created", and "Completed".
2 votes -
Approval workflow: Allow approval between first and second signer
Allow workflow: "First signer completes → Document comes to you for approval → After you approve → Second signer receives it."
I am currently only being able to Approve the document before sending it, not between the first and second signer
1 vote -
Duplicate steps of the CPQ workflow
Ability to duplicate one of the steps in the workflow without having to re-write all of the quote rules
2 votes -
Share templates with CLIs across workspaces
Content Library items are not carried over when sharing templates across workspaces. When we share a template to another workspace, the Content Library elements inside that template do not transfer automatically. As a result, we must either (a) manually share each Content Library item or (b) recreate all missing items in the other workspace. This creates additional work and increases the risk of inconsistencies.
1 vote -
Show reminders coming from document creator
Be able to show Auto-reminders coming from the document creator, not the document Owner
1 vote -
Allow Recipients to Self-Enroll in SMS Reminder Notifications
Currently, SMS reminders require recipients to receive a document or notification first, then opt in or provide initial consent to start receiving messages. And setting up delivery method is handled at the workspace or document level.
This feature would allow recipients to self-enroll for SMS notifications by texting “START,” to PandaDoc phone number even if the workspace default delivery method is set to email. Recipients could opt in for SMS as an additional channel without affecting the default email delivery. This would give signers more flexibility, for example if they are away from the office, and help accelerate document signing…
2 votes -
Per-method toggles for Square payments
Option to enable or disable payment methods (f.e, disable bank transfer) for Square
2 votes -
Improve the page brake
The page break isn't accurate. When you download the document to a PDF, the page doesn't brake where it says in editing mode.
2 votes -
ID check: send a notification when the expected name and verified name are different
Comment from the customer:
I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different2 votes -
Ability for HubSpot to work with the Service object
Ability for HubSpot to work with the Service object
2 votes -
Easier Access to the Document Repository More Options Menu (three dots - by each document)
Move the additional document menu - three dots on right of document in the document repository - to the left of the document name instead of the right.
2 votes -
[API] Create Session for Embedded Signing with Recipient Groups
It will be extremely time-consuming to utilize Pandadoc without this functionality, if possible at all.
Since we are relying on the Pandadoc API and Embedded Signing to integrate Pandadoc into our platform, we need to fulfill certain business needs. One of those needs is to allow for several users from a given organization the opportunity to sign a document. That means we do not know who from an organization will sign into our platform to make a signature.
What does that mean for our use of Pandadoc? Well, as I understand it, we need to create a document…
1 vote -
HubSpot Cannot Process PandaDoc Webhooks
HubSpot requires Record ID's to be ingested as NUMBER type data.
PandaDoc currently sends custom Webhooks with a "linked_objects" header in the JSON payload, but this is a STRING.
When building a Custom Event or Webhook Receiver in a HubSpot Workflow, the build attempt will always fail because it cannot parse the STRING or coerce it to NUMBER, and results in a failure to finalize the webhook.
1 vote -
Feedback
From the documents view, when you hover over a specific document and click the menu that appears, when you go to click on CHANGE STATUS the menu quick shifts down one item so I have clicked ARCHIVE a bunch of times. This would be a nice fix to not have the menu change once it's opened.
1 voteHi,
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 below:
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Rooms: Hubspot variables support
I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
Do Hubspot fields not pull into Rooms?4 votes -
2 votes
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