7483 results found
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QES: Digidentity
Ability to use Digidentity to QES Feature
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
3 votes -
Open a calendar when click on a date variable
Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term
3 votes -
Update HubSpot Property With a Custom Value When Document Status Changes
A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.
3 votes -
3 votes
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Tax automatically added based on the conditional
Tax automatically added based on the conditional
E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province
3 votes -
Customize payment pop-uo
Using payments, I'm wanting to change the message that pops up when someone opens the proposal.
3 votes -
Ability to hide sections in Quote Builder
Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.
3 votes -
Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
3 votes -
3 votes
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API - Link PandaDoc Document to Salesforce Opportunity
Ability to Link PandaDoc Document to Salesforce Opportunity via API
3 votes -
Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
3 votes -
Group a set of fields and require the recipient to fill in one
Group a set of fields and require the recipient to fill in one
3 votes -
Ability to choose which documents statuses show in the tabs on the Home screen
Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.
3 votes -
3 votes
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Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
3 votes -
Move Completed document to a folder based on "name contains" value
There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.
3 votes -
Share document to a room directly from the actual document
Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.
3 votes -
Zapier: ability to download uploaded files from collect file field
Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier
3 votes
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