7278 results found
-
Sellsy
Have the native integration between PandaDoc and Sellsy
1 vote -
Set default country details in Stripe
We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.
7 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Only pay for Forms that are completed vs generated/started
Only pay for Forms that are completed vs generated/started
4 votes -
Preview for Forms: test forms without publishing
The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.
7 votes -
Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
6 votes -
1 vote
-
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.
4 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?
15 votes -
New payment gateway to be added - Paymentsense
We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)
1 vote -
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
25 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
- Don't see your idea?