6100 results found
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Wolters - Kluwer (CCH) CRM
wolters - kluwer (CCH) crm integration
2 votes -
Attachments from Hubspot
The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration
2 votes -
"Send as" in mobile app
"Send as" in mobile app
2 votes -
2 votes
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Allow phone numbers on the form pop up
Allow phone numbers in the pop up that appears when a form is opened
2 votes -
Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 votes -
Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
2 votes
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view a document horizontally like a book
ability to view a document like a book
2 votes -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
2 votes -
Separate Google Drive per User
Allow each user to upload from separate google drive accounts rather than the same google drive account
2 votes -
Open a new window when clicking a menu item
If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.
2 votes -
Choose which Admin will receive Workspace Join Notifications
Choose the person who will receive notifications to join ws via internal link so not all admins receive them.
2 votes -
2 votes
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Pass Pricing from Hubspot to PandaDoc Fields
To have the option to incorporate pricing to text fields instead of just the pricing table.
2 votes -
2 votes
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Google docs addon: allow to preassign positions for signatures
Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.
2 votes -
2 votes
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TOC for pages
table of contents for the pages/sections. similar to proposify and better proposals
2 votes -
Auto-update Contact in Contact Library
If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)
2 votes
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