4096 results found
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1 vote
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Print or Download a Single Document in a Document Bundle
The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.
1 vote -
Improved functionality with the pricing table
For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.
1 vote -
Have the sequence of signature in the same document for the same client.
wish to receive one signature once the document is sent and the second one after 16 days
1 vote -
Use API to add content library content to documents through the Pipedrive or Zapier integrations
I want to add content to a document through the pipedrive integration or zapier that will add items from the content library
1 vote -
How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
1 vote -
Generate a bundled document transaction based on smart content
Use smart content to generate a bundle documents
ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
if product A selected (data security terms, product description, agreement)1 vote -
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1 vote
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1 vote
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1 vote
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The ability to make check boxes permanent if they have been checked before sending.
For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?
1 vote -
Variables to be filled in with Capital letters by default
Hello,
So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
Can you please look into this, as this could be a deal breaker for many scenarios.1 vote -
Catalog Items as Blocks
Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.
1 vote -
Sort Product Catalog by importance
Ability to sort the product catalog based on most used or most important items
1 vote -
1 vote
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use variables from other objects in salesforce without needing look up fields
use variables from other objects in salesforce by default without needing look up fields
1 vote -
Add die cut lines for printing
Add a die-cut lines around the outside, quarter of an inch for printing
1 vote
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