7086 results found
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Map hubspot products outside of pricing table
The ability to place/map products on a document rather than only being able to map them to the pricing table.
2 votes -
1 vote
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Reporting based on contacts
Report that shows who in PandaDoc contacts had already received quotes
2 votes -
Set up the format for different currencies in the workspace settings
Set up the format for different currencies in the workspace settings
1 vote -
Option to include company name in the reporting
To show the company name in the report as we have some signers signing for multiple brands
1 vote -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
9 votes -
Option to have more than one header in a table
A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers
2 votes -
Edit Email Subject Line Inviting Collaborators
Have the ability to edit the subject line when inviting a collaborator
1 vote -
Ability to adjust video links via API.
Ability to adjust video links via API.
1 vote -
HubSpot two-way sync: add the document link we generate to an email on HubSpot
HubSpot two-way sync: add the document link we generate to an email on HubSpot
1 vote -
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
API: Update Saved Contacts Email Address
Currently, endpoint
https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.2 votes -
add recipient not as cc nor signer
In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her
2 votes -
Search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
2 votes -
Option to Download the Uploaded File from Collect File Field in HubSpot
The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.
1 vote -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
Rooms: Retrieval of customize email notification
Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room
2 votes -
1 vote
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1 vote
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Webhook for the subscription created in Stripe once the document is paid
Webhook for the subscription created in Stripe once the document is paid
1 vote
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