6890 results found
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HubSpot automations: update recurring billing date for line item
Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations
1 vote -
1 vote
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1 vote
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1 vote
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HubSpot 2-way sync: ability to pull back info from variables to HubSpot
Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.
8 votes -
2 votes
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Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).
4 votes -
Shorten the length of fillable fields
The ability to shorten the length bypassing the current length limitation of fillable fields.
2 votes -
2 votes
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2 votes
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Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
4 votes -
Auto placement of fields for SSN
Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.
3 votes -
SalesForce on iPad template/document view
Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad
1 vote -
Smart content value pass through Zapier
Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content
4 votes -
Option to Edit the price in Volume Pricing
- Will allow the user to be able to change the price that is set in volume pricing
5 votes -
Product bundle: SKU
Option to see the SKU of the bundle products in the bundle itself
1 vote -
Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote -
Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
See who is included at the signing level of a document
When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.
3 votes
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