7072 results found
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Import from CRM option for sent and viewed documents
Option to update values from Salesforce via Import from CRM option for sent and viewed documents
1 vote -
Files attached to a document to pull over into the new version of the document upon being duplicated
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 video:
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Gmail integration: import a non-pdf
import non-PDFs through the Gmail plug-in
1 vote -
Gmail extension: Create documents
I just installed the GMail extension, but it only works if there is a PDF attachment in the email. Could you add a feature to be able to generate documents from the plugin?
1 vote -
Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
3 votes -
Allow user role changes for invited users.
Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.
1 vote -
Split documents to save in different folders
The ability to split documents into different folders.
i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template.
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template
1 vote -
Increase the number of characters for template title
Increase the number of characters for template title
2 votes -
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
5 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 follow the links below! -
Start document sequence numbering from 0
Start document sequence numbering from 0
1 vote -
Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
2 votes -
View full drop down selection without having to increase field size length
View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.
3 votes -
Integrate with HubSpot payment cart
Integrate payments using the HubSpot payment cart
3 votes -
Ability to rename a Sent document when on viewing mode (opened document)
Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.
9 votes -
Users' activity: determine the documents to which a Collaborator collaborates
How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?
I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).
The only 2 "bad" options I've considered are as follows:
delete the user…3 votes -
Send documents in Zendesk Support without being redirected to the PandaDoc website
The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.
1 vote -
Autofill with custom date (more than 365)
Allow more than 365 days to autofill date field
1 vote -
Bulk update user emails
The ability to Bulk update user emails in an account
4 votes
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