6028 results found

1. Duplicate document from dashboard

   Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Distribute products into Quote builder sections when pulling products from a CRM

   Distribute products into Quote builder sections when pulling products from a CRM

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

3. Bulk upload documents from Google drive

   Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Charge pop-up notification before sending the invitation to the account.

   Charge pop-up notification before sending the invitation to the account.

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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5. Jonas Encore CRM

   Jonas Encore CRM integration

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6. Enable default payment app for all templates, documents and forms

   default payment app across all documents, templates and forms

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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7. Ability to set the default document listing in Dashboard, Waiting for others section so there's no need to change the documents are listed.
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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Ability to pass info from Quotes in Salesforce to Pandadoc
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9. Create a deal/contact in Hubspot when a document is sent
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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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10. Auto-update documents in a bundle when one of the original document gets updated
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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

11. Automatically stop recurring payment in Stripe.

    Automatically stop recurring payment in Stripe.

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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12. Be able to bundle catalog items with other bundles

    Would like to have the ability to add a previously bundled item into a new bundled item.

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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13. horizontal radio button

    Ability to have radio buttons next to each other, instead of in a vertical column.

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Separate view for documents with comments (resolved and unresolved)

    Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. analytics activity - viewed

    My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Yes or no option as a fillable field

    yes or no option as a fillable field

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. A pop up to place form fields when uploading pdfs to the Content Library
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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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18. Set Exclusion Rules for Salesforce Status Triggers

    Set Exclusion Rules for Salesforce Status Triggers

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19. The option to have the status of a deal changed in Fresh CRM once a document changes its status
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20. Conditionally display fields mapped over from salesforce

    specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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