7015 results found
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Inform users about changes and updates in product before making them
Inform about changes and updates in product
4 votes -
Use API to add content library content to documents through the Pipedrive or Zapier integrations
I want to add content to a document through the pipedrive integration or zapier that will add items from the content library
1 vote -
Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
2 votes -
variable for approval date to be effective date
Variable for "approved dated" to be effective date of the contract.
2 votes -
3 votes
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Automatically link Salesforce Opportunity ID back to the PandaDoc
We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
5 votes -
Generate a bundled document transaction based on smart content
Use smart content to generate a bundle documents
ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
if product A selected (data security terms, product description, agreement)1 vote -
1 vote
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1 vote
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Include a Version Number in the Document Sequence Number
Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document
5 votes -
1 vote
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Ability to limit account users from creating tags.
Ability to limit account users from creating tags.
2 votes -
1 vote
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Signature line orientation
Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.
3 votes -
1 vote
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Ability to remove "Client" as a default addition to new templates
Would like the ability to remove the default "Client" role from new templates.
5 votes -
1 vote
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Disable a PDF copy for the signed form
Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)
5 votes -
The ability to make check boxes permanent if they have been checked before sending.
For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?
3 votes -
Replace Source file for specific Page
Would like to be able to Replace Source File for one specific page of the document instead of the whole document.
13 votes
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