6042 results found

1. Forms workflow: embed form link to the document

   Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

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   Idea  ·  0 comments  ·  Forms  ·  Delete…  ·  Admin →
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2. Pipeline Deals CRM

   User would like to have an ability to integrate with Pipeline Deals CRM.

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3. Upload files field sync with HubSpot
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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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4. Document Analytics: Recipient Device Used

   The ability to see what kind of device your recipient used when signing/opening the document

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5. sort of HTML button where you can pick the color for inserting hyperlink

   sort of HTML button where you can pick the color for inserting hyperlink

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   Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. Dropbox

   A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

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7. inDesign compatibility increase

   inDesign compatibility

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8. Add document links to Pipedrive (any CRM record)

   Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

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9. [Bulk action] change document owner

   Bulk change document owner ability

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Limit credit card options

    Limit credit card options that customer can select from when using CC to pay invoice

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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11. Gratitude/Tips on Invoices

    We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. Show "Time to Close" in HubSpot once document has been "completed"

    Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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13. Auto fill date field in Forms
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    Idea  ·  0 comments  ·  Forms  ·  Delete…  ·  Admin →
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14. SugarCRM two-way sync

    SugarCRM two-way sync

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Notification sent to team member when a document is sent
    3 votes

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16. Improve API to better integrate with Power BI

    The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

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17. Edit Draft In Salesforce Window

    "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

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18. Automated tags with quarter/year for completed documents

    When a document is completed - add a quarter/year/month tag to it automatically for easier search

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    Idea  ·  0 comments  ·  Automations  ·  Delete…  ·  Admin →
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19. The ability to assign folders in the documents tab to members of the workspace

    This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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20. Exclude tax from reporting, CSV download and API

    Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.

    Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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