7265 results found
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Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
11 votes -
Make.com
make.com integration
11 votes -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
11 votes -
Ability to customize system variables like the document reference number
Ability to customize system variables like the document reference number
11 votes -
Estimate Price range
Add Estimate price range in catalog as default.
11 votes -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
11 votes -
Calendly
ability to integrate Calendly
11 votes -
Chat Notification: email notifications for chat messages
As a user,
I want to recieve an e-mail notification when a new chat message has been send in a document.
so that I don't have to manually check or use the app to be notified of a new message.11 votes -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
11 votes -
AMEX logo for Authorize net
The integration still doesn’t show the Amex logo
11 votes -
11 votes
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Notifications setting via PandaDoc Mobile App
enable/disable notifications setting via PandaDoc Mobile App
11 votes -
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.
11 votes -
list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
11 votes -
Drop down menu in forms that will populate fields based on drop down selection
example: I need information on a portfolio of building (number of building is between 1-25)
I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.11 votes -
add collaborator through API while creating a document
add collaborator through API while creating a document
11 votes -
Mobile functionality in Monday.com
Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.
11 votes -
Warning that text will be cut off in PDF
If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.
11 votes -
11 votes
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