4518 results found
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QuickFee
integration with QuickFee payment solution
1 vote -
1 vote
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Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce
Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.
1 vote -
1 vote
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1 vote
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Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
1 vote -
Tick box near variables so if selected it automatically copies variables from somewhere else on the form to avoid duplicating work
We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'
1 vote -
1 vote
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Rule allowing to assign specific contacts from Hubspot to Pandadoc documents
The ability to assign only specific contacts associated with Hubspot deal
the rest contacts that do not match the rule will not be added to the document1 vote -
cache local document changes
Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.
1 vote -
An option to generate a doc in HubSpot from a deal, and not from contact or organization
an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.
1 vote -
Sync Pricing Table with Hubspot Deal Amount
It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
Thanks1 vote -
UI / UX Update Is not Easy to Use
Document Editing has become miserable in the new update. Not easy to find all of the buttons.
How do I reassign signing privileges to another individual without deleting the previous signer off?
Roll back to the old PandaDoc UI / UX because this update is trash.
1 vote -
stop automatically contact list choosing the email
the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email
1 vote -
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
1 vote -
1 vote
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Financial Force
Integration with Financial Force
1 vote -
Salesforce Marketing Cloud
Salesforce Marketing Cloud integration
1 vote -
More particular chat functionality ie: ability to chat on on section vs inline commenting
Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.
1 vote -
MD-Staff
MD-Staff integration
1 vote
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