7539 results found
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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
6 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)
6 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.
14 votes -
Variables to be filled in with Capital letters by default
Hello,
So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
Can you please look into this, as this could be a deal breaker for many scenarios.1 vote -
AND operator in conditional smart content
Would like to have an AND operator when using conditional content to populate content library items in a template.
17 votes -
salesforce - pandadoc logs
Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?
3 votes
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