2928 results found
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Pass specific currency formatting to PandaDoc
At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.
This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.
7 votes -
When inviting a new user, add a warning about a potential charge in case there are no space licenses
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the screenshot below! -
Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
3 votes -
upload documents to specific Site on SharePoint
Currently the automation to upload a document to SharePoint only allows you to save to the home site. We want to save to a specific site's document location.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Select Connect account during the Automations setup.
- In the Authorization window, scroll to Site name.
- Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
- Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
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Ability to add a field caption.
Ability to add a field caption
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: -
Block non-US IP addresses from signing a document.
Some of the documents that we need signed are being signed in other countries outside of the US.
For our business compliance, we cannot allow this. We can only have signatures done in the USA.
4 votes -
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.4 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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Create a PandaDoc Room when deals reach a certain stage in HubSpot
Create a PandaDoc Room when deals reach a certain stage in HubSpot
3 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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Link Forms to crm
Ability to link forms and not just documents to CRM deal pages
4 votes -
SMS: Notification
ability to enable sms notification when documents are sent, viewed and completed
5 votes -
Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients
The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.
5 votes -
Pre-Sign a Document before sending in bulk
Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.
8 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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Support Zapier for Rooms
Support the ability to add a recipient to a Room using Zapier.
6 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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Multiple currencies per product in Catalog
Multiple currencies per product in Catalog
6 votes -
10 votes
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Pricing table: set 'Name' field to be bold when products are populated from the CRM
Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.
We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.
1 voteHi. 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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Ability to append first.last name of recipient in subject line
We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "
Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.
Thank you for considering it.
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
HubSpot - show total ARR at the bottom of the pricing table
HubSpot - show total ARR at the bottom of the pricing table
2 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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Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
3 votes -
Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
2 votes
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