7351 results found
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3 votes
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Bind PD documents to be seen on the Microsoft Dynamics 365 forms
Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.
3 votes -
3 votes
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Bulksend report
Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.
3 votes -
Automatically update the product catalog when the bookkeeping is updated
We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping
3 votes -
Java Script in the document
The option to put Java Script into the document (to create a 3D image for example).
3 votes -
Pass Deal Info From Hubspot Using Zapier
Be able to pass deal information using Zapier and Hubspot
3 votes -
3 votes
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Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.
Customer's statement:
Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again3 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 -
change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no
change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list
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 -
map pricing table footer items to CRM fields
Make pricing table footer fields available for custom mapping
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 -
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
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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
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