7435 results found
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Paste signatures for each page of the document
Ability to add signatures for each page for uploaded document
4 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
4 votes -
Migrate all the documents from PandaDoc to Hubspot
A direct file migration with functionality to Hubspot
4 votes -
4 votes
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Remove company logo image from email notifications
Delete images in notification emails sent from PandaDoc, such as the company logo image.
4 votes -
4 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
4 votes -
Export sections of a document
Export sections of a document instead of the whole document
4 votes -
4 votes
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Partially mask fields
Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.
4 votes -
Assign date to Signatures
Assign specific dates from which the recipients may sign the document
4 votes -
4 votes
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4 votes
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Typeform
Customer wants to integrate Typeform with PandaDoc to prefill a document with values.
4 votes -
4 votes
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4 votes
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Custom columns are not hidden by default
When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default
4 votes -
Searching a contact within the Contacts tab by postal code/phone number/street address
Searching a contact within the Contacts tab by postal code/phone number/street address
4 votes -
salesforce link
Be able to automatically link to opportunities all the previously linked documents
4 votes
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