7654 results found
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2 votes
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
2 votes
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api revision number as token
api revision number token for document changes
2 votes -
2 votes
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2 votes
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Fix Chrome extension to Nimble CRM
Since updates have happened the google chrome extension and integration with Nimble CRM is no longer working. I have reached out to Nimble and they are saying this is on the PandaDoc side. Any help would be greatly appreciated.
1 vote -
Hubspot PandaDoc Product Catalog Sync
The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.
1 vote -
Default Recipient Permissions on the account level
Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)
1 vote -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
1 vote -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
1 vote -
Add the ability to take a picture with an ipad and incorporate the picture into an existing template.
Our sales reps are using PandaDoc on the iPad to price and sell Landscaping jobs. We need to be able to take a picture of a sketch to further clarify the scope of work and have the picture incorporated into the proposal/quote.
1 vote -
Ability to link a document to a Pipedrive deal via PandaDoc ipad application.
Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app
1 vote -
Safari Compatibility
I am unable to edit product descriptions when logged into PandaDoc in Safari. It works in Chromium-based browsers.
1 vote -
Add the option to password protect documents sent via bulk import
Add the option to password protect documents sent via bulk import
1 vote -
Add the option to password protect documents sent via bulk import
Add the option to password protect documents sent via bulk import.
1 vote -
Add on Services
I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off
1 vote -
Internal CC role: Include verification process notification.
Enable a CC or Recipient role that lets you get notification, including internal verification purposes.
1 vote -
filter webhook history in the PandaDoc Developer Center using a custom date range
It would be great to have the ability to filter webhook history in the PandaDoc Developer Center using a custom date range, in addition to the existing preset options. This feature would make it easier to review and analyze webhook events for specific periods.
1 vote
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