7148 results found
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Ability to pull the document completion date (when all recipients have completed the document) from PandaDoc into HubSpot.
Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.
2 votes -
Ability to automatically assigned the deal owner to the template role when using Pipedrive
When using PipeDrive, the deal owner should be automatically assigned to the template role
2 votes -
Option for all the contract that have NOT sent for approval to have a water mark on it - watermark will be removed once it has been approved
To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved
2 votes -
Pricing Table: Show the Table Name
Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.
2 votes -
Document list: remove documents without deleting them
Being able to remove documents from the list without actually removing them from the account.
2 votes -
Optional Column for Percentage-Based Pricing in the Pricing Table
Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.
2 votes -
[Automation] recipe' that exports a PDF of a document to Google Drive when the document status is from Seen to Waiting to be paid OR Paid
I'd like an automated 'recipe' that exports a PDF of a document to Google Drive once it moves from Seen to Waiting to be paid OR Paid
2 votes -
Allow admins to view Remaining API Documents
The ability for admins to view the remaining API documents outside of the Billing tab.
2 votes -
Drag and drop a folder with files in the Rooms
We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file
2 votes -
Authentication on the API endpoint that gets called by webhook
Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".
2 votes -
Add Filter for Original Document Creator in Document List and Reports
Option to see the original document creator even if the ownership was transferred to another user.
2 votes -
Notary: Commisioned Notary List
PandaDoc's capability to offer a list of commissioned notaries by U.S. state. For example, Montana only allows RON for notary public that physically live in Montana.
2 votes -
Filter rooms by the action plan completed
Is there any way to filter the rooms as per action plan completed?
2 votes -
2 votes
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Hide/Disable mention of payments where there is no balance
To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance
2 votes -
Ability to add rows to the pricing table footer that do not affect the overall total
Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.
2 votes -
QES: verify signature certificate without Adobe Acrobat
Ability to see the certification without the need of Acrobat
2 votes -
Calculate total discount based on Subtotal - other discount
Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.
2 votes -
Echelon Payments integration
Integrate with Echelon Payments
2 votes -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
2 votes
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