6299 results found
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Integration with Podia
Option to have integration with Podia so the recipient gain automatic access to our courses upon payment
1 vote -
Integration with Skool
Option to have integration with Skool so the recipient gain automatic access to our courses upon payment
1 vote -
1 vote
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Include Template when sent for Approval
Our Customer Success team must approve contracts as our SaaS solution is customized to our customers needs. We would love the ability to automatically include a template when contracts are sent for approval. This will allow the Sales Rep to include relevant Customer Success details so the CS team can approve without looking through the contract.
1 vote -
Will hel a lot the client
Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)
1 vote -
Add a content feature for button / Call of action with hyperlink to other pages
The ability to create button with a background color, form (rounded or square), and also hyperlinked/ anchored linked to another page. Some
1 vote -
HubSpot automations: update recurring billing date for line item
Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations
1 vote -
1 vote
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1 vote
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1 vote
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Ability to pass variables' values back to HubSpot if any of the vairables' values has been manually adjusted after the document creation.
Ability to pass variables' values back to HubSpot if any of the vairables' values has been manually adjusted after the document creation.
1 vote -
ready/adaptive form for signing
Customer would like to have the form feature to be mobile ready/adaptive form for signing
1 vote -
HubSpot product text column to Pricing Table
Customer would like to pass product text column to PT from HubSpot
1 vote -
1 vote
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SalesForce on iPad template/document view
Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad
1 vote -
Product bundle: SKU
Option to see the SKU of the bundle products in the bundle itself
1 vote -
Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote -
Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
1 vote
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1 vote
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