6985 results found
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More filters for documents
Sort the document by status and direct period of time.
15 votes -
Split the document value
The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.
6 votes -
General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
57 votesHi. 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! -
[Bulk Action] Bulk Export Document Details Using API
We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.
But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.
2 votes -
Migrate all the documents from PandaDoc to Hubspot
A direct file migration with functionality to Hubspot
4 votes -
9 votes
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Bitrix24
Integration with Bitrix 24
10 votes -
3 votes
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4 votes
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5 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Workable
integration with workable
3 votes -
3 votes
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Partially fill in document fields
Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.
8 votes -
2 votes
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3 votes
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1 vote
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1 vote
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the option of transferring the zendesk active chat window when opening pandadoc account in a new browser
the option of transferring the zendesk active chat window when opening pandadoc account in a new browser
1 vote -
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
15 votes -
15 votes
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