6890 results found
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4 votes
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Cell deletion in tables
Delete a cell in a table (instead of row or column).
4 votes -
4 votes
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4 votes
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Pass checkbox fields from Pipedrive into PandaDoc
Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.
4 votes -
Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
4 votes -
4 votes
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Placeholder for a field : Ev2
Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).
4 votes -
live web document without having to assign 'Role
live web document without having to assign 'Role'
4 votes -
4 votes
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add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
Keep Content Library item settings the same when inserting into Document
When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.
4 votes -
4 votes
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4 votes
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Copper
Native integration with Copper
4 votes -
Microsoft Dynamics Discount option
Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).
4 votes -
4 votes
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Document Forwarding Checkbox
When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.
Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.
4 votes -
Add indicator for expiring soon documents
I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document
Request was added for Mobile app, but could be a common request.
4 votes -
Video before the document displays
Option to get a video to automatically pop up when a client opens the agreement
4 votes
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