7625 results found
-
5 votes
-
Conditional placeholder value based on CRM value
Conditional placeholder value based on CRM value
- customize placeholder value based on a condition value from CRM3 votes -
Estimate Price range
Add Estimate price range in catalog as default.
11 votes -
Ability to view payment button clicks
Ability to view payment clicks, or the user who already click the payment button.
1 vote -
SmartSuite
SmartSuite integration.
3 votes -
Link inbox so multiple users can view it
Link Inbox so 2 users can view it.
1 vote -
We need a say to automatically assign a specific signer as the payer via the PandaDoc API.
We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.
1 vote -
Possibility to upload Pages (Mac format) on PandaDoc
Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!
1 vote -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
9 votes -
2 votes
-
Ability to access other workspaces for document and template creation via the API
Ability access other workspaces for document and template creation via the API
2 votes -
Pipedrive released a new feature (see description for details)
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote -
Ability not to select or tie email address to recipient
Ability not to select or tie email address to recipient
2 votes -
Ability to set 'not null' condition when setting up conditional content rules (see description)
Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'
1 vote -
recognize similar template/documents
make PandaDoc automatically recognize similar templates/documents
2 votes -
Fields in the webhook response to appear in the alphabetical order
Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.
1 vote -
Ability to upload files in .MSG format.
Ability to upload files in .MSG format.
3 votes -
Send reminders only when document is in Sent status, not Viewed
Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.
1 vote -
Check Box in PandaDoc based on Salesforce Selection
Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)
1 vote
- Don't see your idea?