7418 results found
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5 votes
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Use API to integate Pipedrive with PandaDoc
To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.
2 votes -
Dynamic variables
They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values
16 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!
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Self-sign notifications
Ability to toggle the self-sign notifications off when sending the document
2 votes -
1 vote
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Basecamp
Native integration with Basecamp https://basecamp.com/
2 votes -
Merge vertical cells in Pricing table
The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Allow to use templates from different workspace in HubSpot without switching workspaces
It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).
17 votes -
contact's variables in variable list in the Opportunity in Salesforce
having contact's variables in variable list in the Opportunity in Salesforce
9 votes -
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
5 votes -
split the pricing table cost into 2 document values
split the pricing table cost into 2 document values
3 votes -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
9 votes -
5 votes
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Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
13 votes -
Extend Zapier functionality
Improve Zapier functionality with new features, like tracking certain info, etc.
11 votes -
Ability to add optional items as in pricing table to the simple table
Ability to add optional items as in pricing table to the simple table
3 votes -
Price locking in product catalog
Price locking in products in catalog
2 votes -
2 votes
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3 votes
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Internal window
The option that allows to open an additional page with the e-signature and then gets back to the document.
Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?
2 votes
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