7296 results found
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Ability to use the collect card details field in relation to Chargify/Maxio
Ability to use the collect card details field in relation to Chargify/Maxio.
Currently, you can only use this field with Stripe.4 votes -
Users' activity: determine the documents to which a Collaborator collaborates
How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?
I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).
The only 2 "bad" options I've considered are as follows:
delete the user…4 votes -
Bulk update user emails
The ability to Bulk update user emails in an account
4 votes -
White-labeling: Use workspace name as a sender
Use workspace name as a sender when using white-labeling
4 votes -
Sync Pipedrive contacts with PandaDoc
sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level
4 votes -
Ability to choose which recipients receive signature certificate
Ability to choose which recipients on the document receive the signature certificate.
4 votes -
Upload Documents to Rooms
Ability to let Recipients upload documents to a Room
4 votes -
Link signature fields via field ID to auto-populate across the document.
Ability for users to link signature fields
4 votes -
Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
4 votes -
Saved Messages in Bulk Send
Ability to pull the saved messages in bulk send feature
4 votes -
Product bundle: automatic update
Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
For now, only regular products are updated in template.4 votes -
Update document value if specific radio button is checked
Update document value if specific radio button is checked
4 votes -
4 votes
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4 votes
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Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
4 votes -
Automation: The automatically sent document will contain information provided by the recipients from the first document
When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document
4 votes -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
4 votes -
Option to track user actions within the account
The ability to track actions such as who has logged in/out and who has removed documents, etc.
4 votes -
4 votes
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Conditional fields - automatically fill out the value of another field
Conditional fields - automatically fill out the value of another field
4 votes
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