5897 results found
-
Pass Deal Info From Hubspot Using Zapier
Be able to pass deal information using Zapier and Hubspot
3 votes -
3 votes
-
[Bulk action] Select and add CLIs to the document
The option to add different CLIs at once (select them together and add to the document).
3 votes -
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes -
Antivirus should not trigger document status's to move to viewed.
Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.
3 votes -
Pass punctuation through into Tokens
Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).
3 votes -
3 votes
-
SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.
The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).
3 votes -
3 votes
-
Lucidchart
integration with Lucidchart
Ability to paste a link to chart, same way our video block works
3 votes -
PandaDoc in Ukrainian.
PandaDoc in Ukrainian.
3 votes -
[Comments] allow mentions for 'member' role
Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.
3 votes -
[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
3 votes
-
MS Dynamics - Ability to update document info
Need the ability to update an existing draft document with data from a MS Dynamics record.
3 votes -
API: field tags
To set which from several identical field tags will be populated automatically;
To set date field tag with the date of the opening the document by the client automatically.
3 votes -
Add multiple recipients to one doc at the same time
From some CSV, for example.
3 votes -
Signed document: Copy of signed document sent out to all recipients
example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically
3 votes -
3 votes
-
Simplify the Stripe checkout process for in-person signing
All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.
It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.
3 votes
- Don't see your idea?