7330 results found
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2 votes
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Distribute products into Quote builder sections when pulling products from a CRM
Distribute products into Quote builder sections when pulling products from a CRM
2 votes -
Bulk upload documents from Google drive
Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.
2 votes -
adding table to content library from the Form level
Ability to add the table to the content library from the Form level.
2 votes -
Charge pop-up notification before sending the invitation to the account.
Charge pop-up notification before sending the invitation to the account.
2 votes -
Jonas Encore CRM
Jonas Encore CRM integration
2 votes -
Enable default payment app for all templates, documents and forms
default payment app across all documents, templates and forms
2 votes -
Adding to the Journal
The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?
This is from the Indiana Notary Guide:
For each remote notarial act, you must enter the following information in your electronic journal:
• The date and time of the remote notarization
• The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
• The title or description of the electronic record (document) notarized
• The full name of the principal
• A description of how…2 votes -
Ability to hide Text Boxes in editor
An option to hide text Boxes in some proposals that has the same content but needs to hide some details
2 votes -
2 votes
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2 votes
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2 votes
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Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
2 votes -
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.
2 votes -
horizontal radio button
Ability to have radio buttons next to each other, instead of in a vertical column.
2 votes -
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)
2 votes -
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.
2 votes -
Yes or no option as a fillable field
yes or no option as a fillable field
2 votes -
2 votes
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Set Exclusion Rules for Salesforce Status Triggers
Set Exclusion Rules for Salesforce Status Triggers
2 votes
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