7425 results found
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Automations: send a document when a new lead in generated in PipedriveOption to send a PandaDoc document when a new lead in generated in Pipedrive 1 vote
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Import JSON to create a templateOption to import JSON to create a template: 
 I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.1 vote
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1 vote
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Access PandaDoc through Teams within Dynamics appHave the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams. 1 vote
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1 vote
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SherpaDeskSherpaDesk integration 1 vote
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Automatically pre-assign a template role with the contact owner email from HubSpotAutomatically pre-assign a template role with the contact owner email from HubSpot 1 vote
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ACT CRMAbility for PandaDoc to integrate with ACT CRM 1 vote
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Disable all internal notifications for Admin/Account ownerDisable all notifications sent to the account owner/admin (access requests, user joined workspace, etc) 1 vote
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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
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Glide AppsGlide Apps Integration 1 vote
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Admin: Remove temporary block for team member entering password incorrectlyI 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
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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
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Connect catalog in Quickbooks Online to PandaDocOption to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online 1 vote
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QR code directing to payment within a documentQR code directing to payment within a document 1 vote
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Sign all signature fields separately (without automatic filling with the previous signature field's value).Sign all signature fields separately (without automatic filling with the previous signature field's value). 1 vote
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Mass update auto numbering sequenceOption to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024 1 vote
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Enable document forwarding when using recipient verificationOption to use document forwarding when the recipient verification is enabled 1 vote
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A feature to be able to stamp multiple pages at onceWhen we get documents with a large number of pages that all need to be stamped and it's a lengthy process to do each page individually so we would like to have a feature to stamp multiple pages at once 1 voteHi, Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: 
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Customizing Dropdown Options for Content creationThe customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign within the document 1 vote
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