6452 results found
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Deluxe Payments Platform (DPP).
DPP payment gateway (Deluxe Payments Platform (DPP)).
1 vote -
Ability to keep the template currency when importing products from Pipedrive.
Ability to keep the template currency when importing products from Pipedrive.
1 vote -
Ability to set up multiple choice within the pricing table via API.
Ability to set up multiple choice within the pricing table via API.
1 vote -
Reporting: Rejection
To be able to report on document rejection stats, examples:
-which templates are being rejected
-which creator
-which approval step is it rejected at
-how many times is the document rejected before approvedAnd somewhere to view the rejection comments
1 vote -
Change Status to paid
Have the ability to use the Payments to mark documents as paid if they were created before 01/24/2024
1 vote -
Upload PandaDoc signed documents to Nimble CRM contacts files.
Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.
1 vote -
Product associations for merge rules in the pricing table or Quote Builder
Product associations for merge rules (pricing table and quote builder). For example, if product A is selected, then product B will be automatically added.
1 vote -
1 vote
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set up the workspace currency in the workspace settings
set up the workspace currency in the workspace settings
1 vote -
1 vote
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Option to have more than one header in a table
A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers
1 vote -
Edit Subject Line Inviting Collaborators
Have the ability to edit the subject line when inviting a collaborator
1 vote -
Ability to adjust video links via API.
Ability to adjust video links via API.
1 vote -
HubSpot two-way sync: add the document link we generate to an email on HubSpot
HubSpot two-way sync: add the document link we generate to an email on HubSpot
1 vote -
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
Bugs
Something I have noticed that I never used to have a problem with until recently. When clicking on the "Price" column on a pricing table and "backspacing" to delete the current pricing to change it. The full pricing table gets deleted and the i have to undo the function to double click on the column and be able to change the pricing. When working quickly on pricing tables having to double click that column seems redundant and would rather just have to click it once to be able to delete and change the pricing.
1 vote -
Template Gallery for EU servers
Ability to have a template gallery just the like the US server
1 vote -
Disable features not included
Have the ability not to display features that are not included in the current Plan; they would not be seen.
1 vote -
Request to Download the Uploaded File from Collect File Field in HubSpot
The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.
1 vote -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote
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