6813 results found
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1 vote
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Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
1 vote -
Revinate
We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.
1 vote -
PayJunction
integration with payjunction payment gateway
1 vote -
1 vote
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Reset Conditional Fields when document is edited
Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.
1 vote -
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 -
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 -
1 vote
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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
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