7423 results found
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CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms
Forms feature in CRMs
64 votesHi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Build.com
integration with build.com
1 vote -
Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal
The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.
1 vote -
Table modifications
should be possible to separate rows that belong to the columns
Each of the columns should have several lines
ability to draw lines for the table (as it is possible in word now)
improved design options so you can create the table/chart from scratch and recreate the same table as you have in word5 votes -
mention the attachment name in the body of my PandaDoc document
mention the attachment name in the body of my PandaDoc document
2 votes -
21 votes
Hi Pandas,
I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.
We're aware of some existing limitations and are currently developing solutions to address these issues.
Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?
https://calendar.app.google/pHa6Xud82oexdoyv6
During our discussion, we can explore these proposed solutions and gather your feedback.
Looking forward to your input and working together to enhance your experience with our integration.
Thanks, Alex.
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50 votes
Hi Pandas,
I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.
We're aware of some existing limitations and are currently developing solutions to address these issues.
Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?
https://calendar.app.google/pHa6Xud82oexdoyv6
During our discussion, we can explore these proposed solutions and gather your feedback.
Looking forward to your input and working together to enhance your experience with our integration.
Thanks, Alex.
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12 votes
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add column "date" to pricing table
add column "date" to pricing table
we are SAAS company, so have start and end dates for or product2 votes -
Additional column in pricing table
Add additional column in pricing table (optional) example;
1 LF of product = 20.3sqft of product.
To be calculated automatically based on data from catalog.
And have list of suffixes for each, set in catalog.1 vote -
multiple payers can pay specified amount on one document
The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document
7 votes -
Ability to set document value to pricing table subtotal
I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes
5 votes -
ability to move field menu / hide tool box
While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.
3 votes -
Option to set the Pricing Table Optional item as a default setting for workspace
Option to set the P.Table Optional item as a default
5 votes -
4 votes
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Sendinblue
Integration with Sendinblue
1 vote -
scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote -
A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.
A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.
1 vote -
[Bulk Action] Add the same image for multiple items in the catalog
add the same image for multiple items in the catalog at the same time
1 vote -
send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
10 votes
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