7365 results found
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Quickbooks Integration: 2 Way Sync
Option to have Quickbooks as Intergation.
Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.
13 votes -
Editing options via Mobile app: editing panel (to pick up colour, font style) etc in mobile
mobile app add more options to edit doc:
there is no editing panel (to pick up colour, font style) etc in mobile3 votes -
2 votes
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Improved functionality with the pricing table
For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.
1 vote -
5 votes
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15 votes
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Have the sequence of signature in the same document for the same client.
wish to receive one signature once the document is sent and the second one after 16 days
1 vote -
Ability to hide attachments for specific recipients
Ability to hide attachments.
4 votes -
resend sent documents via API
resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?
10 votes -
Restore Deleted Contacts / Contacts list version history.
The functionality to restore contacts that have been deleted and undo a contact import.
16 votes -
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.
11 votes -
12 votes
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Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,
Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,
4 votes -
Manually adjust the size of the whole pricing table: Ability to resize pricing table rows
Ability to resize pricing table rows.
Ability to resize the whole pricing table size to be smaller to fit on the page.
Resizing columns is already possible.24 votes -
Inform users about changes and updates in product before making them
Inform about changes and updates in product
5 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.
3 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
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