7691 results found
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1 vote
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1 vote
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Review the content of sent documents in Salesforce
Review the content of sent documents in Salesforce directly.
1 vote -
1 vote
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1 vote
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[Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice
Add products from pricing table to MoneyBird invoice via Zapier.
1 vote -
Automated Page Breaks in Template Builder
In the template editor, it would be helpful to not only indicate page breaks via the marker on the margin, but to actually insert automatic page breaks directly.
This would make it much faster and easier to format pages properly. When relying solely on the page break marker, the final appearance of the page is always a guessing game.1 vote -
Multi-page Content Library Items are always inserted on a new page
I have a template with a page that contains a headline and a short text. Using a Smart Content Block, I'd like to be able to insert a multi-page Content Library Item directly after this text. The current problem is that multi-page Content Library Items are always inserted on a new page. This leaves a large white space on the page with the headline and text, while the CLI appears on the following page. It would be extremely helpful to have the content placed directly after the headline and text block.
Would it be possible to implement this feature?
Note:…
1 vote -
Automation: create a new customer in Chargebee once the document is completed
Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.
Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.
0 votes -
Move automation for Customers and Creators
Move to Folder xy when document was created by xy
Move to folder xy when „Berater“ or „Customer“ is xy
Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
Also customer folders would be nice i always do this manually.
Thanks!0 votes -
Field with currency sumbol
Special field that will have $ sign predefined.
Example: you are adding a blank field, put 23 there and it automatically states $23.
0 votes
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