6887 results found

1. Auto Response with template

   A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

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2. Customized option to show

   To show only the information related to the section the recipient chooses.

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3. Tagging of PDF's
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4. "Get Started" button in the bottom right corner

   How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

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5. MS Dynamics: Stakeholder recipient support

   Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

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6. map pricing table footer items to CRM fields

   Make pricing table footer fields available for custom mapping

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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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7. Antivirus should not trigger document status's to move to viewed.

   Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

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8. ability to link a custom field in Salesforce to the grand total (document value)
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9. Ability to sign with approved certificate

   I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
   Is there a way to load a certificate per signer?

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10. A way of marking a completed document as amended
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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. The ability to transfer the description part of the Pipedrive catalog directly
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12. PandaDoc add on for Gsuite
    2 votes

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13. Import fonts as a global settings which applies to new templates and documents
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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

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15. Ability to backup account data manually
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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. Email attachments from upload fields to a sender
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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. [Hubspot] have a date and time stamp within the document itself
    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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18. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

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19. Add functionality/fields to User Profile
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. Ev2, document link to be viewed

    The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

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