6101 results found

1. Individual Signature Certificates for Document Bundling

   Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

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2. Support Pinterest video embed in documents

   Support upload of videos for documents from Pinterest

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3. Support Instagram video embed in documents

   Support upload of videos for documents from Instagram

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4. Automation for closed lost when the document is expired in HubSpot

   Automation for closed lost when the document is expired in HubSpot

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   HubSpot Automations

5. Option to remove the white bar in the embedded document view

   When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.

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6. Genie AI Integration

   Option to integrate with Genie AI

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7. Link two text fields so text continues from one field to another

   Link two text fields so text continues from one field to another

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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8. Once a document is completed, can I have it update an opportunity with the file in Copper?

   Once a document is completed, can I have it update an opportunity with the file in Copper?

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9. 'In progress' Document Status

   Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

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10. auto-place fields using the mobile app

    auto-place fields using the mobile app

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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11. add the settings in the pricing table so a few products are already automatically preselected

    add the settings in the pricing table so a few products are already automatically preselected

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. share room templates between workspaces

    Is there a way to share Room templates between workspaces like there is for Document templates

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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13. Bold the Grand Total in the Quote

    Bold the Grand Total in the Quote

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14. Approval workflows when users change CLI in documents, such as terms and conditions
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    0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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15. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc
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16. Download as HTML

    Ability to Export PandaDoc document as HTML

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17. Follow Up Boss

    Integration with Follow Up Boss

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18. Disable auto numbering

    Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

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19. Disable Product Image Preview in CPQ

    When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

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20. Modify iframe design when using embedded links

    The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

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