6888 results found
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Automations for Salesforce CPQ
Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ
1 vote -
Pipedrive: map additional discount to the total discount in pricing table
Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc
1 vote -
Link signature fields via field ID to auto-populate across the document.
Ability for users to link signature fields
4 votes -
Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Editable dropdown for the recipient
Option for the recipient to adjust values in the dropdown as well as select the option
1 vote -
Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
4 votes -
Being able to extract existing graphics from the Reporting feature
Being able to extract existing graphics from the Reporting
5 votes -
Remove the window that allows users to send document without filling them out
Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.
3 votes -
Being able to restrict editing some variables
I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.
1 vote -
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.
3 votes -
Notification with PDF
Have the ability to receive a PDF of the notification to view on mobile.
1 vote -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
pre-select item in quotes and lock it so that the customers won't be able to edit it
Pre-select the product for the client in quotes and lock it so that they cannot edit it.
2 votes -
Two way sync with Pipedrive
Option for Pipedrive 2 way sync
44 votesHi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
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5 votes
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Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
10 votes -
Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
6 votes -
Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
2 votes -
not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
1 vote -
Request for Member Users' Document Visibility in HubSpot
Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc
1 vote
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