6413 results found
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1 vote
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SherpaDesk
SherpaDesk integration
1 vote -
ACT CRM
Ability for PandaDoc to integrate with ACT CRM
1 vote -
Disable all internal notifications for Admin/Account owner
Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)
1 vote -
Access public documents by filling out the email address (not a form).
Access public documents by filling out the email address (not a form).
1 vote -
Admin: Remove temporary block for team member entering password incorrectly
I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.
1 vote -
Horizontal line indicating that the block is in the middle of the page.
when we move around the text it doesn't give us like the symbol that the text is in the middle of the page, there should be like a another line (horizontal) in the middle.
1 vote -
Connect catalog in Quickbooks Online to PandaDoc
Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online
1 vote -
Mass update auto numbering sequence
Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024
1 vote -
Enable document forwarding when using recipient verification
Option to use document forwarding when the recipient verification is enabled
1 vote -
Customizing Dropdown Options for Content creation
The customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign within the document
1 vote -
Ability to edit My documents section
Ability to edit My documents section, for example, remove or resize some columns (Title, Value, etc)
1 vote -
Document sequence number token appears in template name when creating a document through HubSPot
Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.
1 vote -
Restrict download bundle as separate files
A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.
1 vote -
Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Editable dropdown for the recipient
Option for the recipient to adjust values in the dropdown as well as select the option
1 vote -
Being able to restrict editing some variables
I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.
1 vote -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
1 vote -
Request for Member Users' Document Visibility in HubSpot
Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc
1 vote
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