6413 results found

1. Automatically remove users from PandaDoc

   Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

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2. Making documents created from a Hubspot Contact automatically inherit the Contact's name
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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

3. Add audio to the document
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   Idea  ·  Valeryia Baranava responded

4. Transitioning from QuoteRoller

   It's not only an update:
   double the cost of our current solution quoteroller.com
   find time to implement it / project manage the implementation...
   lose all client history

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   Idea  ·  Valeryia Baranava responded

5. Pull pipedrive revenue
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   Idea  ·  Valeryia Baranava responded

6. move the value of price/amount on the pricing table

   move the value of price/amount on the pricing table

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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

7. Show that the recipient used password in the Audit trail
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8. Dark mode for Teams

   Seem like you've overlooked styling for dark mode in the Teams integration. Just been trying it out today, but the display could really do with some attention as shown in the screenshot attached.

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9. Change expiration date via mobile app

   Customer would like to be able to adjust the expiration date after the doc has been sent via the mobile the same way it can be done via the web app

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   Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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10. change page type

    Ability to change the page type after the page has been created and items have been added

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11. Wolters - Kluwer (CCH) CRM

    wolters - kluwer (CCH) crm integration

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12. Salesforce communities

    integration with SF communities

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13. Attachments from Hubspot

    The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration

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14. "Send as" in mobile app

    "Send as" in mobile app

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15. Repositioning page numbering in a generated PDF
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16. Allow phone numbers on the form pop up

    Allow phone numbers in the pop up that appears when a form is opened

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    Idea  ·  0 comments  ·  Forms  ·  Delete…  ·  Admin →
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17. 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.

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. 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?

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19. The ability for a recipient to upload an image directly in the document body
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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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20. view a document horizontally like a book

    ability to view a document like a book

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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