7365 results found
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Set a default workspace on each Salesforce object
we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.
For example,
Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
Contract Tab on Account -> Test2 (PandaDoc Workspace)2 votes -
Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes -
Export documents from ActiveCampaign to Pandadoc
I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.
2 votes -
Signed by Me Section
Section to view all documents I signed
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! -
Allow approval workflow in bulk sends
Allow approval workflow in bulk sends
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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Automations: custom email message when sending another document
Option to setup a custom email message when sending another document via Automation
2 votes -
Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
2 votes -
[CRM]: Variables filled in all capitalized
Have the option to fill in variables as all capitalized letters if you pull the info from the CRM
2 votes -
Display a pop-up letting the team know that a specific approver is in the review stage
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
2 votes -
margins - entire page or document/template
margins - option to apply margins across entire page or document/template
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 below:
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Superscript in Product catalog
Option to have superscript in the Product catalog
2 votes -
Ability to copy an image from Excel and add it to the image block
Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.
2 votes -
MS Dynamics: automatic template selection based on data fields
Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)
2 votes -
SharePoint integration include Teams not just Sites
As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites
2 votes -
Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
2 votes -
2 votes
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Change the field type via Update document api request
Change the field type, i.e. changing the signature field to a text field
2 votes -
Add a tooltip to display the full variable name
A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application
2 votes -
Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
2 votes -
Remove a line item in the pricing table if a rule is not met
set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)
2 votes
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