7266 results found

1. Individual Signature Certificates for Document Bundling

   Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

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2. Support Pinterest video embed in documents

   Support upload of videos for documents from Pinterest

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3. Support Instagram video embed in documents

   Support upload of videos for documents from Instagram

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4. Automation for closed lost when the document is expired in HubSpot

   Automation for closed lost when the document is expired in HubSpot

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   HubSpot Automations

5. QES in UAE

   QES in UAE

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6. Option to remove the white bar in the embedded document view

   When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.

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7. Genie AI Integration

   Option to integrate with Genie AI

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Preview pptx files in Rooms

   Preview pptx files in Rooms

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9. Link two text fields so text continues from one field to another

   Link two text fields so text continues from one field to another

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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10. Once a document is completed, can I have it update an opportunity with the file in Copper?

    Once a document is completed, can I have it update an opportunity with the file in Copper?

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11. 'In progress' Document Status

    Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

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12. auto-place fields using the mobile app

    auto-place fields using the mobile app

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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13. add the settings in the pricing table so a few products are already automatically preselected

    add the settings in the pricing table so a few products are already automatically preselected

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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14. share room templates between workspaces

    Is there a way to share Room templates between workspaces like there is for Document templates

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15. Bold the Grand Total in the Quote

    Bold the Grand Total in the Quote

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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16. Group a set of fields and require the recipient to fill in one

    Group a set of fields and require the recipient to fill in one

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. Approval workflows when users change CLI in documents, such as terms and conditions
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    0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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18. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc
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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Download as HTML

    Ability to Export PandaDoc document as HTML

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20. Ability to edit the installment date after the 1st payment has been made

    Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

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