4109 results found
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Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
2 votes
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Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votes -
Table of Contents: Left Side Navigation While Editing
Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?
3 votes -
1 vote
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Send the document in HubSpot via SMS
Send the document in HubSpot via SMS
1 vote -
Be able to add Templates and Documents into a folder
Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held
2 votes -
Ability to create a "Standard Approval Workflow"
The goal is to make it easy to set up a standard process for approving documents by creating a template group that includes "Legal," "Finance," and "Compliance." This group can then be added to any new document or template that needs to go through the approval process.
2 votes -
1 vote
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Approver will be able to view Fields that is set as required/non-required
A feature that will allow an approver to see the required or non-required fields on the document.
2 votes -
CRM Transfer from Hubspot to Zoho
Allow PandaDoc deals from Hubspot to transfer to Zoho
1 vote -
Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
6 votes -
Turn off the pre-selected radio button when enabling quantity editing in a pricing table
To prevent a user from sending the document with an unintended value selected.
1 vote -
Move all Variables in the same formatting/placement from one document to another.
Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.
4 votes -
Ability to create a document from a template in Salesforce from a direct link
- will allow a user to click Button URl to create a document.
1 vote -
A View in PandaDoc we could pick that doesn't show any dollar amounts
We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.
1 vote -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
3 votes -
5 votes
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1 vote
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