6902 results found
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3 votes
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Archive documents
Archive documents
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
57 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Automatically Calculate Exchange Rate
Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years
9 votes -
contract text to update with the appropriate language based on the option the user selects
contract text to update with the appropriate language based on the option the user selects
2 votes -
Save Custom Colors within PandaDoc
Client would like the option to save custom colors within pandadoc
3 votes -
3 votes
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SFDC visibility across workspaces
The ability to enable SFDC integration to all workspaces at the same time
3 votes -
3 votes
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3 votes
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Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
17 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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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
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