6813 results found
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Create contact with filled-in fields via form automatically
OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way
16 votes -
custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
Export (backup) all data from PandaDoc
Export all data from PandaDoc
9 votes -
10 votes
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Pull user email address from Contact object in MS Dynamics
Pull user email address from Contact object in MS Dynamics
3 votes -
2 votes
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multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
Add Subscriptions to Pricing table
Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table
5 votes -
Freshsales custom fields as tokens
Make custom fields in Freshsales visible as PandaDoc tokens.
3 votes -
use pictures for the background of text blocks
use pictures for pandadoc for the background for text block
2 votes -
Ability to autopopulate variables with the info from the specified document
Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.
6 votes -
seeing the names of the categories on the left panel when hover over them
seeing the names of the categories on the left panel when hover over them
3 votes -
Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
9 votes -
PDF attachment restriction
Make available PDFs more than 25 MB be attached to the notification and delivered to the client.
3 votes -
Support Private API
Support Private API
2 votes -
Notifications sent to specific emails when a doc is completed
Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)
7 votes -
3 votes
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3 votes
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2 votes
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2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes
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