7231 results found
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Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Increase the number of characters for template title
Increase the number of characters for template title
2 votes -
Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
2 votes -
Switch PandaDoc accounts without relogging
switch PandaDoc accounts without logging out and logging back in
2 votes -
Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
2 votes -
Easier way to replace fields with same shape and size content blocks
Easier way to replace fields with same shape and size content blocks
2 votes -
Calculate a total for a pricing table plus a regular table
Calculate a total for a pricing table plus a regular table
2 votes -
2 votes
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2 votes
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Support ticket requests in app to cc admins for visibility and notifications by workspace
support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?
I'd prefer to have our IT department to supervise support requests and admins to have visibility.The only way is to CC them in a reply to the emailed ticket.
Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.
2 votes -
Auto-populate fields with Pipedrive data via API after linking to a deal.
Auto-populate fields with Pipedrive data via API after linking to a deal:
I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.2 votes -
PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
HubSpot automation: when a meeting is booked, a PandaDoc document is sent
When a meeting is booked in Hubspot, a PandaDoc document is automatically sent
2 votes -
Mobile App: Invite New User
Ability to invite users in Mobile App
2 votes -
Chat function integration w/ Hubspot
The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
Flow:
Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.2 votes -
Ability to edit document title after its been completed
Feature to edit just the title of a document after its been completed.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Content Library - Ability to save whole document
Ability to save whole document/contracts instead of per page only.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Markate CRM
Integrate with Markate (CRM) or create a native PandaDoc automation.
2 votes -
[Quote Builder] Add variable in quantity column
place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)
2 votes -
2 votes
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