6460 results found
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1 vote
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Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
1 vote
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Send the document in HubSpot via SMS
Send the document in HubSpot via SMS
1 vote -
1 vote
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CRM Transfer from Hubspot to Zoho
Allow PandaDoc deals from Hubspot to transfer to Zoho
1 vote -
Turn off the pre-selected radio button when enabling quantity editing in a pricing table
To prevent a user from sending the document with an unintended value selected.
1 vote -
Ability to create a document from a template in Salesforce from a direct link
- will allow a user to click Button URl to create a document.
1 vote -
A View in PandaDoc we could pick that doesn't show any dollar amounts
We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.
1 vote -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
1 vote
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Ability to make only certain parts of a table editable
Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.
1 vote -
Allow Forms to fill in variables on PDF
I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?
1 vote -
1 vote
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Disable option to create a new account under specific domain
Disable option to create a new account under specific domain
1 vote -
1 vote
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Get one list of all collaborators from multiple workspaces
The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.
1 vote -
In-person signing support document rejection
In-person signing support document rejection (for now you can only sign).
1 vote -
1 vote
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Designate which heading is recognized as a title by tables of contents
Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…
1 vote
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