5387 results found
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Ability to adjust table row height
Ability to adjust table row height
13 votesLindsey Schocke responded
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Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
3 votes -
Restrict Editing of Smart Content similar to Content Locking
Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.
We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.
5 votes -
Restrict access to a Form for specific recipient emails
Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.
2 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
13 votes -
Ascending/Descending document status
Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".
4 votes -
Discord
Integration with Discord
1 vote -
Make.com
make.com integration
11 votes -
1 vote
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Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter2 votes -
1 vote
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Webhook fire on document name changes
It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.
1 vote -
Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
2 votes -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
9 votes -
Embed signature image in the document
Embed signature image in the document and allow it to be valid on the Signature Certificate.
3 votes -
Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
13 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
7 votes -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
23 votes -
Search in the Actions Required tab of Home page
Would like the ability to search within the Home screen sections, like the Actions Required tab.
5 votes -
Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote
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