6452 results found
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rename pdf copies of Recurly invoices
Please include your company name in the naming of your invoice file. It is best practice for those who save these files.
2 votes -
Zapier action - create a document in PandaDoc via PDF upload
create a document in PandaDoc via PDF upload
2 votes -
Ability to do Bulk send with Different Documents and Recipients
It would be great to have a similar feature same as Bulk Send but :
"*** Have the capability to send multiple single page document to Multiple unique recipients**"
2 votes -
SharePoint integration include Teams not just Sites
As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites
2 votes -
2 votes
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change the HubSpot deal status when the document is approved
change the HubSpot deal status when the document is approved
2 votes -
add a tooltip in the variable section at the right panel of the PandaDoc app when hovering over the variable that displays the full variabl
a tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application
2 votes -
2 votes
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2 votes
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2 votes
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remove a line item in the pricing table if a rule is not met
set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)
2 votes -
remove/turn off the "most recently used" templates option in Pipedrive
remove/turn off the "most recently used" templates option in Pipedrive
2 votes -
2 votes
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mobile app - user filter on documents
mobile app - user filter on documents
2 votes -
Hide Field ID labels
not have it show on the document
2 votes -
Remove expiration notification from mobile app
Remove expiration notification from the mobile app
2 votes -
pass information from PandaDoc to HubSpot
Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.
2 votes -
Attachment documents mentioned on the Signature Certificate
Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.
2 votes -
Automatically apply the signer's name to the document title upon doc completion
Automatically apply the signer's name to the document title upon doc completion
2 votes -
Automatically apply sender signature upon sending
Automatically apply sender signature upon sending
2 votes
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