7337 results found

1. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)
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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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2. Move Checkbox

   Ability to adjust were the optional checkbox falls in a pricing table

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. Catalog - Ability to update custom columns with a CSV
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Unchecked boxes disappear once sent to client

   Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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5. PayFlow Pro gateway support by the PayPal integration
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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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6. Accept logo without modifications

   Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

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7. Automatically mark PD domain as safe sender
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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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8. Hubspot - documents created from an object show up under other objects associated with this object
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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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9. Accept Button before signing

   Button accept before signing the document from the clients' side.

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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10. Hubspot contact in a deal to be auto assigned to a role
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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11. api revision number as token

    api revision number token for document changes

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    Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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12. Access contacts list on mobile app
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    Idea  ·  1 comment  ·  Mobile  ·  Delete…  ·  Admin →
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13. Ability to view all documents created in HubSpot in any object
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. Agree icon

    Would like to add an Agree button, this helps with seamless document worfklow and type of documents I build

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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15. Video Conference Integration with AI

    The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.

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16. Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts

    Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts so numbers are autopopulated when going to send document via SMS/Text

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17. Make Custom Entities viewable in template from Microsoft Dynamics

    mlazich@fsistrategies.com

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18. API: Embedded Signing for Recipient Groups

    The feature to support recipient groups with embedded signing.

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19. Attached the second document to Pipedrive or CRM when the first document is completed.

    Currently, when using the automation "Sending another document when PandaDoc document status changes", only the first document is attached to Pipedrive or in the CRM. But the second document should also be attached.

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. Conditionally require a field based on another field

    I would like to be able to require a field only if another field has a specific value. Example: If a dropdown field = Yes, then require another field to be filled out.

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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