6183 results found
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Ability to use "this month" filter for the reporting.
Ability to use "this month" filter for the reporting.
1 vote -
Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.
Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.
1 vote -
Pandadoc document value in Pipedrive panel
Show Pandadoc document value in Pipedrive panel
1 voteHey Panda,
Good news — we did it! 🎯
We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️
👉 Watch the quick demo:
https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68
If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.
I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.
You can also grab a slot on my calendar here:
https://calendar.app.google/pHa6Xud82oexdoyv6
But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.
⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.
Thanks for being awesome,
Alex from PandaDoc 🐼
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Do you interface with BotDoc.io?
Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.
1 vote -
1 vote
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Additional option for Expiration frequencies: send the document weekly and then monthly
Flexibility on expiration date settings for South American clients
(i.e send the document weekly and then monthly)1 vote -
HubSpot form to download a PandaDoc to see readership statistics
Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?
1 vote -
1 vote
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Use Two Different Cards on same document with Authorize.net
Split payment amounts between two different cards on a single document
1 vote -
Link pricing catalog to specific template
Assign a Pricing catalogue to be used with a particular template.
1 vote -
MS Dynamics: to show Date Only without time stamp
to show Date Only without time stamp when a document is created
1 vote -
Zapier automation that notifies when someone leaves message in chat
Zapier automation that notifies when someone leaves message in chat
1 vote -
1 vote
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When both Order and Contract have been completed set status to Closed in Salesforce
When both Order and Contract have been completed set status to Closed in Salesforce
1 vote -
Ability to apply logo only on certain pages
apply logo only on certain pages
1 vote -
1 vote
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1 vote
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Customize SalesForce PDF trigger
Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.
1 vote -
Legal advising software
Integration with Legal advising software to help with agreements
1 vote -
Refresh Document Status in Inbox
Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
Steps:1 vote
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