6542 results found
-
Add "To Sign" to Dashboard
Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.
3 votes -
Drive CRM
Integration with Drive CRM
1 vote -
2 votes
-
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
11 votes -
1 vote
-
make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
3 votes -
1 vote
-
1 vote
-
GetHired
HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.
1 vote -
Paylocity
Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.
4 votes -
Ability to use half (.5) text font sizes
if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx
1 vote -
Replace unfilled variables with blanks when creating docs via Zapier
If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces
24 votes -
Notify that API key needs to be reset (Salesforce)
Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired
1 vote -
20 votes
-
1 vote
-
A button to "add rows" to a form template table.
Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.
1 vote -
2 votes
-
Pass description formatting from CRM
We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines
2 votes -
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
3 votes -
Google Meet
Integration with Google Meet
4 votes
- Don't see your idea?