6687 results found
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Ability for payable recipient to view Invoice prior to paying, generate invoice before payment
When there is a separate signer and payable contact, the payable contact receives the pop up to pay before they can fully review the invoices/documents. They then have to click the x to review and go to the Pay at the top to Pay. It would be helpful if it was a split screen where they could view the doc on one side with the ability to scroll through it keeping the payment fields visible on the other half to be completed at any time.
1 vote -
Improve intuitiveness for signer to forward a signed doc for payment
After signing a document to be paid within Panda Docs with Stripe integrations, provide option to forward along the top header in addition to PAY making it easier for the signer to either pay or forward to the correct individual that will be paying the invoice. Currently the 3 dots that need to be clicked to forward within Panda Docs is not intuitive and user friendly.
1 vote -
1 vote
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Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM
Option to attached uploaded items on the document to the CRM.
- Will include attached item in document when link to CRM.
1 vote -
HubSpot merge rules: automatically create table section for each category specified in CRM
To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.
1 vote -
1 vote
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1 vote
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Kajabi
Integration with Kajabi
1 vote -
1 vote
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Collaborator can move a document to a folder
Ability to move a document to a folder from collaborators end.
1 vote -
Documents created from a form should go to a root / general document list without a folder
documents created from a form should go to a root fonder (instead of the specific folder)
1 vote -
Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
1 vote -
SCORE CRM
SCORE CRM
1 vote -
collect payments with Tickets.com/ProVenue
collect payments with Tickets.com/ProVenue
1 vote -
Collect payments with payonlineticket.com
collect payments with payonlineticket.com
1 vote -
Scorp CRM
Scorp CRM
1 vote -
1 vote
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remove invite new user button at the top of the dashboard from Manager User Accounts
remove invite new user button at the top of the dashboard from the Manager User Accounts
1 vote -
Edit font when sending via link
Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.
1 vote -
AroFlo
Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.
1 vote
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