7358 results found

1. Mass duplicate

   Mass duplicate documents. Checkboxes dont work for this user

   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Export recipients' data of the docs in a specific status
   4 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. Transfer documents from Hubspot to Salesforce

   Automatic document transfer from Hubspot to Salesforce.

   4 votes

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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4. Disable the option for the recipient to reply on the reminder

   Disable the option for the recipient to reply to the reminder

   3 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option

   Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen

   3 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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6. Integrate PandaDoc with a Tax calculator

   Integrate PandaDoc with a Tax calculator

   3 votes

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   1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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7. Smart Content: Populate items based on Pricing Table selection

   The ability to populate content library items using a Smart Content Block based on what products are checked/selected in a Pricing Table/ Quote Builder.

   3 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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8. Option to link conditional fields to payment

   Option to link conditional fields to payment

   3 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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9. Billing frequency in Quote Rules - set the number of months in the billing frequency

   The customer needs to - set the number of months in the billing frequency so the contract term is calculated

   3 votes

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   0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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10. Set specific time for auto reminder

    Ability to set a specific time for auto reminder what we only have is days

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. HubSpot product catalog has different currencies

    HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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12. AI to Suggest Content Library Items based Template selected

    AI that helps suggest which Content from the CLI to use based on existing Templates/Documents

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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13. automation improvement change draft status to sent

    automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent

    3 votes

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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14. [Integrations][Salesforce][SFDC] 2-way sync for Quote object

    The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.

    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Remove arrow image in forward button from email notifications

    Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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16. Integration with Pure Finance Group
    3 votes

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    1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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17. Configure the PandaDoc integration in Zendesk to only show on user pages.

    Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
    • The current integration is designed to be available on both Ticket and User pages in Zendesk Support.

    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. automatically retrieve the link without having to manually select to generate the document link

    Option to automatically retrieve the link without having to manually select to generate the document link

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Change background color in rooms

    Ability to change background color in rooms.

    3 votes

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    1 comment  ·  Rooms  ·  Delete…  ·  Admin →
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20. Prevent HubSpot Percentages from Converting to Decimals in PandaDoc

    HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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