7120 results found
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1 vote
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Integration option for Invoice ASAP
Will allow the user to integrate PD to Invoice ASAP
1 vote -
Map recipient role in Freshsales
Ability to map the recipient role in Freshsales to pull up the information from Freshsales and not from the PandaDoc Contacts only.
1 vote -
HubSpot Activity will show if a video is played on the document, not just if a document has been viewed
- HubSpot Activity will show up if a video is played on the document
1 vote -
Make it easier to locate a template in the PandaDoc dashboard using the template id.
Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.
1 vote -
Use reporting to create graphs
The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
This would help him not to create the graphs in Excel and or do this on a manual process from time to time.1 vote -
Requiring Approval for Specific Content Library Items
Option to automatically require "Approval" if certain items from the Content Library are added to a document.
1 vote -
Fields autoplace on the table in each cell
Customer would like the fields to auto place in the table and will perfectly fit
1 vote -
Forms that do not show the creator's name on email notifications when they are sent out.
The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.
1 vote -
1 vote
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Check box requiring signature
to put a check box on a form, that when the check box is selected, it will require a signature.
1 vote -
Card details field: make address required
Option to make address required when the client puts the credit card info into Card details field
1 vote -
Document sequence limit
increase current limit of 32 characters
1 vote -
Law Depot
Integrate Law Depot to PandaDoc
1 vote -
Delete all content in folder when deleting content library folder
Delete all content in the folder when deleting the content library folder. Currently, get an error "You cannot delete this folder because it is not empty."
1 vote -
add a pop up about document ownership transfer before deleting the user from the account
add a pop up about document ownership transfer before deleting the user from the account
1 vote -
1 vote
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TOC - extend Design options
More design options for TOC like dotted lines going from the TOC line items to the page numbers
ex: Heading..............1
1 vote -
Include user provided document metadata with 'document_creation_failed' webhook events
When a document can't be created for some reason, a 'documentcreationfailed' webhook event is sent, but it only includes the document ID, and no other metadata that was provided with the document creation request.
It would be great if that user specified metadata was provided with the webhook data, because in my scenario, I have multiple different services and versions of services that work with PandaDoc data, and with just the document ID I can't determine what service created the document, I normally rely on ID's I have set in the document's metadata that I provide.
1 vote -
WellnessLiving
WellnessLiving Integration
1 vote
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