6908 results found
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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 quarter1 vote -
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docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.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 -
Gravity Forms
Integration with Gravity Forms
2 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 -
refresh the TOC automatically when headings are inserted, modified or deleted
refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).
5 votes -
Option to put Spaces to separate the characters within a text field.
Option to put Spaces to seperate the character per box
- will allow the user to seperate the charecter per box once the recipient fill it in
2 votes -
Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
12 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
6 votes -
Ability to capture recipient name together with signature field.
Ability to capture recipient name together with signature field.
1 vote -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
16 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 -
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
1 vote -
[Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes
- Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
1 vote
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