6901 results found
-
1 vote
-
Document creation only in Salesforce
Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce
1 vote -
1 vote
-
Zoho: keep document when the Lead is converted to Contact
When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.
1 vote -
Version History Log /Report
Collect Data/Report of Version History log
4 votes -
Pay with Stripe without being redirected to a Stripe hosted payment page
Pay with Stripe without being redirected to a Stripe hosted payment page.
2 votes -
Quote builder: include table header on the each page in PDF
In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF
2 votes -
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.
1 vote -
Option to disable or customize the "Your team" field that appears when a user is joining an organization
Option to disable or customize this prompt (by adding custom team options) when a new user joins.
2 votes -
Vertical videos format
Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)
3 votes -
Reporting on only deleted documents
Customer would like to generate a report for deleted documents alone
1 vote -
Emails sent from PandaDoc to be copied into HubSpot
It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.
7 votes -
Co-Owner Role for documents
It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office
3 votes -
I-9 employment eligibility template
I-9 employment eligibility template
3 votes -
Required password/verification for users to upload document
System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.
3 votes -
Make the Pandadoc contract ID search available
Search for a contract using Pandadoc contract ID data
1 vote -
Federated setup
Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.
1 vote -
Xero Practice Manager integration
Native integration with Xero Practice Manager
1 vote -
Set date field manually then make uneditable
Have an option to manually set the date field and make it uneditable.
1 vote -
1 vote
- Don't see your idea?