6986 results found
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Duplicate document from dashboard
Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.
1 vote -
download the files added to collect files field via API
download the files added to collect field via API
1 vote -
Invoices with built in due dates, amounts due, and reminders
The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.
1 vote -
1 vote
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1 vote
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Add multiple images for each item in Quote Builder at the same time
Add multiple images for each item in Quote Builder at the same time
1 vote -
Use Product Catalog custom field (i.e. Manufacturer) as filter or search criteria when adding product catalog items to a pricing table
Ability to filter by custom field when add products to the pricing table
1 vote -
Show documents created via Zapier in Monday.com
Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.
1 vote -
Prompt the sender to complete all required fields before sending the document
Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)
1 vote -
Date of Deletion: Be able to see the date when a document was moved to Trash.
Be able to see the date when a document was moved to Trash.
1 vote -
1 vote
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1 vote
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Option to download PDFs in PDFA format
For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).
1 vote -
Confluence
Integrate with Confluence to add digital signatures to Confluence pages.
1 vote -
Allow all compatible objects/tables for linked-objects
Our (create) linked-objects API call only allows for a subset of compatible CRM objects.
We should match all of the compatible CRM objects that our CRM AddOns are configured for.
For Hubspot, that would be:
* Contact
* Company
* DealFor PipeDrive, that would be:
* People/Person
* Organization
* DealIf we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.
1 vote -
1 vote
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[Global Setting] disable the ability for the clients to forward all existing agreements at once
[Global Setting] disable the ability for the clients to forward agreements
1 vote -
Setup which PandaDoc activities are shown in HubSpot activity feed
Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.
1 vote -
1 vote
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Option to view/upload the stamp in the mobile app
- Will allow the user to upload and view stamp in the mobile App
1 vote
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