7112 results found
-
2 votes
-
Adding a note with document ownership transfer
Adding a note when you transfer a document
2 votes -
2 votes
-
2 votes
-
2 votes
-
Field Validation in forms
Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.
2 votes -
when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Automation with the internal systems(using freshbook) For invoices and contracts
Automation with the internal systems(using freshbook)
For invoices and contracts2 votes -
pull photos of users to PandaDoc documents from Salesforce
pull photos of users to PandaDoc documents from Salesforce
2 votes -
Pre assign roles in app
Would love to see pre-assigned roles carry over into the app
2 votes -
MS teams - ability to sign in-person
Would like the ability to sign in-person through Teams integration
2 votes -
DayForce HR
Have HR tools as an integration (DayForce)
2 votes -
Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot
Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)
2 votes -
Allow limiting of invite
Limit invite feature on documents, so recipients can't invite to collaborate.
2 votes -
[Integration] Content management system
Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.
2 votes -
Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
Multi-year contract - ability to reflect discount recovery per year
For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.
2 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes -
Fishbowl
Client would like to have the ability to integrate with fishbowl
2 votes
- Don't see your idea?