7064 results found
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ACT CRM
Ability for PandaDoc to integrate with ACT CRM
1 vote -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
18 votes -
Mobile App: Invite New User
Ability to invite users in Mobile App
1 vote -
Disable all internal notifications for Admin/Account owner
Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)
1 vote -
Remove response from form/ CSV when deleting the form response document
Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.
3 votes -
Access public documents by filling out the email address (not a form).
Access public documents by filling out the email address (not a form).
1 vote -
Approval workflow based on workspaces
It would be great to be able to create approval workflows connected to Workspaces, instead of a template.
This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.
5 votes -
Glide Apps
Glide Apps Integration
1 vote -
Ability to choose which recipients receive signature certificate
Ability to choose which recipients on the document receive the signature certificate.
4 votes -
Automations based on Forms
Automations based on Forms
18 votes -
Admin: Remove temporary block for team member entering password incorrectly
I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.
1 vote -
Chat function integration w/ Hubspot
The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
Flow:
Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.2 votes -
Ability to edit document title after its been completed
Feature to edit just the title of a document after its been completed.
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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Content Library - Ability to save whole document
Ability to save whole document/contracts instead of per page only.
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 link below:
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Ability to add a custom field column in a Report (such as fields used with integrations)
Ability to add a custom field column in a Report (such as fields used with integrations)
6 votes -
Ability to add content library items on top of uploaded pages
Ability to add content library items on top of uploaded pages
3 votes -
Horizontal line indicating that the block is in the middle of the page.
when we move around the text it doesn't give us like the symbol that the text is in the middle of the page, there should be like a another line (horizontal) in the middle.
1 vote -
Connect catalog in Quickbooks Online to PandaDoc
Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online
1 vote -
QR code directing to payment within a document
QR code directing to payment within a document
1 vote -
Markate CRM
Integrate with Markate (CRM) or create a native PandaDoc automation.
2 votes
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