7256 results found
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Catalog: Private Notes for Catalog Items
A place for private notes when adding catalog items.
4 votes -
Include products in Link to Opportunity - Pipedrive
Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.
4 votes -
Add or edit payment app settings for completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
4 votes -
Notification for template editing
Send a notification to the team once the template is updated/edited
4 votes -
Download the embedded template before signing
Download the the embedded template before signing.
4 votes -
Zoho Invoice
Zoho invoice integration.
4 votes -
Search by Company
Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.
4 votes -
[Word Export] Custom font for docx / word export.
Keep the custom font after downloading a document in Word format.
4 votes -
4 votes
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CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.
The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.
4 votes -
Cell deletion in tables
Delete a cell in a table (instead of row or column).
4 votes -
4 votes
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4 votes
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Pass checkbox fields from Pipedrive into PandaDoc
Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.
4 votes -
Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
4 votes -
4 votes
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Placeholder for a field : Ev2
Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).
4 votes -
live web document without having to assign 'Role
live web document without having to assign 'Role'
4 votes -
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
4 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes
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