6936 results found
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Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
10 votes -
[API] call that will allow customizing the recipient's view
[API] call that will allow customizing the recipient's view.
For example, change the color of button "Start signing".4 votes -
Allow all compatible objects/tables for linked-objects
Our (create) linked-objects API call only allows for a subset of compatible CRM objects.
We should match all of the compatible CRM objects that our CRM AddOns are configured for.
For Hubspot, that would be:
* Contact
* Company
* DealFor PipeDrive, that would be:
* People/Person
* Organization
* DealIf we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.
1 vote -
Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
2 votes -
1 vote
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Increase the number of characters for catalog item name
Catalog item names restricted to 120 characters
3 votes -
Allow issuing Forms from API
Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.
This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.
5 votes -
Be able to bundle catalog items with other bundles
Would like to have the ability to add a previously bundled item into a new bundled item.
2 votes -
Default drop down lists
Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.
5 votes -
Webhook event for expired link
Option to have webhook event for the expired link (if the document link expires)
3 votes -
reporting data sent to email
reporting data sent to email
5 votes -
Pre-set but adjustable auto-reminders
Make default auto-reminders every 3 days, like in docusing.
While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .
Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.
5 votes -
horizontal radio button
Ability to have radio buttons next to each other, instead of in a vertical column.
2 votes -
Dynamic conditional approval according to roles
Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager
2 votes -
[Global Setting] disable the ability for the clients to forward all existing agreements at once
[Global Setting] disable the ability for the clients to forward agreements
1 vote -
Setup which PandaDoc activities are shown in HubSpot activity feed
Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.
1 vote -
Have Monday.com sub-item columns on the parent item variable list
Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.
7 votes -
End-points for Reports in our public APIs
To be able to Get the total number of the documents within a status ( different statuses) via API
3 votes -
1 vote
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3 votes
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