7482 results found
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[Quote Builder] Add variable in quantity column
place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)
2 votes -
Mass update auto numbering sequence
Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024
1 vote -
Upload Documents to Rooms
Ability to let Recipients upload documents to a Room
4 votes -
Enable document forwarding when using recipient verification
Option to use document forwarding when the recipient verification is enabled
1 vote -
2 votes
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Recipient Groups in Forms
We would like to use recipient groups in Forms. Currently, they are only available on documents.
2 votes -
2 votes
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A feature to be able to stamp multiple pages at once
When we get documents with a large number of pages that all need to be stamped and it's a lengthy process to do each page individually so we would like to have a feature to stamp multiple pages at once
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:
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Automating Attachment and Uploaded Files Download to Google Drive
Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive
3 votes -
Customizing Dropdown Options for Content creation
The customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign within the document
1 vote -
Ability to edit My documents section
Ability to edit My documents section, for example, remove or resize some columns (Title, Value, etc)
1 vote -
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
3 votes -
Override MS Dynamics date variable settings with PandaDoc date settings
Override MS Dynamics date variable settings with PandaDoc date settings
2 votes -
Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
2 votes
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Document sequence number token appears in template name when creating a document through HubSPot
Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.
1 vote -
Restrict download bundle as separate files
A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.
1 vote -
Automations for Salesforce CPQ
Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ
3 votes -
Pipedrive: map additional discount to the total discount in pricing table
Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc
1 vote -
Link signature fields via field ID to auto-populate across the document.
Ability for users to link signature fields
4 votes
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