7423 results found
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Rule allowing to assign specific contacts from Hubspot to Pandadoc documents
The ability to assign only specific contacts associated with Hubspot deal
the rest contacts that do not match the rule will not be added to the document10 votes -
Currency validation field
Having currency as one of the options for the field validation (email, phone number, social, etc.)
10 votes -
send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
10 votes -
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
10 votes -
10 votes
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PDF field recognition imporvements
When uploading a PDF document as a template improve field recognition.
10 votes -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
10 votes -
10 votes
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Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
10 votes
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option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
10 votes -
Clickable phone number link ☎️
Ability to add a phone number as a hyperlink (now it is now allowing you to do so).
10 votes -
Populate Document Expiration Date Variable before sending
Be able to see the document expiration date variable filled in document before sending
10 votes -
Min/max numbers for text field validation (Numbers only)
Text field validation_Numbers only: having an option to require a minimum number of numbers
10 votes -
ability to print forms
ability to print forms
10 votes -
Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view
Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left
10 votes -
Forms improvements
enhance PandaForms
10 votes -
Email validation
Email validation for contacts
10 votes -
Push ALL HubSpot product line items to pricing table in PandaDoc
Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.
10 votes
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