7484 results found
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3 votes
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Support vectors
Support uploading vector graphic such as logos in eps format.
3 votes -
3 votes
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Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
resize textfield to make smaller in ev2
resize textfield to make smaller in ev2
3 votes -
3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 votes -
Include pricing table in the Starter Plan
The user requests the Starter Plan to include some of the features that used to be included in the Essentials plan - at least the pricing table functionality, which they actively use. The user feels that many features has been taken from their subscription plan over the years.
2 votes -
Allow Recipients to Self-Enroll in SMS Reminder Notifications
Currently, SMS reminders require recipients to receive a document or notification first, then opt in or provide initial consent to start receiving messages. And setting up delivery method is handled at the workspace or document level.
This feature would allow recipients to self-enroll for SMS notifications by texting “START,” to PandaDoc phone number even if the workspace default delivery method is set to email. Recipients could opt in for SMS as an additional channel without affecting the default email delivery. This would give signers more flexibility, for example if they are away from the office, and help accelerate document signing…
2 votes -
2 votes
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ID check: send a notification when the expected name and verified name are different
Comment from the customer:
I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different2 votes -
Ability for HubSpot to work with the Service object
Ability for HubSpot to work with the Service object
2 votes -
Easier Access to the Document Repository More Options Menu (three dots - by each document)
Move the additional document menu - three dots on right of document in the document repository - to the left of the document name instead of the right.
2 votes -
Create catalog items that are tax exempt
Feature that allows creating items in my catalog that are tax-exempt, such as labor costs.
2 votes -
Rooms: Hubspot variables support
I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
Do Hubspot fields not pull into Rooms?2 votes -
2 votes
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re-sync or webhook replay feature
PandaDoc has a Feature where all completed Docs are attached to SF, however, when SF package are not updated. There comes a time when completed docs are not attached to SF.
It would be good to have a supporting feature that would re-sync all completed docs not attached during SF package late update so it would attach all completed documents once the package has been updated instead of manually uploading to SF
2 votes -
Ability to map Salesforce opportunity fileds with pricing table footer
Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer
2 votes -
Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in HubSpot
According to HubSpot, for the widget to appear in the Sales Workspace Deal Sidebar, PandaDoc needs to implement a UI Extension specifically for the location CRM.RECORD.SIDEBAR on the deals object.
Currently, we have to navigate away from the Sales Workspace to the full record view just to access PandaDoc, which disrupts our sales workflow.
Relevant HubSpot Documentation for your developers:
Reference for App Cards & CRM.RECORD.SIDEBAR: https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensibility/app-cards/reference
UI Extensions Overview: https://developers.hubspot.com/docs/apps/legacy-apps/private-apps/build-with-projects/create-ui-extensions
2 votes
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