6453 results found
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Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
2 votes -
Ability to take a picture of signer + ID at point of signature vs uploading picture of ID
We need a feature that allows the user to take a picture of himself at the moment of the signing vs just uploading a picture of signer's ID
2 votes -
Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
Option for Tailored discount
- will allow he user to set tailored discount based on a specific factor
2 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
2 votes -
2 votes
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Change contact's color in list
Customer would like to change the contact's color in their PandaDoc contact list
2 votes -
Disable email notifications for bulk import
disable email notifications for bulk import
2 votes -
Negative and positive sign for Numbers only - fillable fields validation
negative and positive sign for Numbers only - fillable fields validation
2 votes -
Option to edit the Role Permission
- Will allow user to edit Role permissions, on thier preferred preference.
2 votes -
Enhance the visibility of the "Log Out" button
The "Log Out" button in the new interface is difficult to locate.
2 votes -
Download: PTX/P12
Ability to download documents as PTX and P12
2 votes -
Send a prompt to the document creator if they select/edit specific parts of a document
Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.
2 votes -
Add tags to multiple content library items at once
Add tags to multiple content library items at once
2 votes -
2 votes
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Ability for a third party/ non recipient to view a completed document that was forwarded to them
You can forward completed documents, but the nonrecipients can not view the document.
2 votes -
2 votes
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Server in Saudi Arabia
Server in Saudi Arabia
2 votes -
Check the delivery error by email via API/Webhooks
check the delivery error by email via API/Webhooks
2 votes -
Option to enable multiline via API / Make
- Will allow the user to enable multiline text in API or Make
2 votes
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