7093 results found
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Reset Conditional Fields when document is edited
Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.
1 vote -
1 vote
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Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
1 vote
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Send the document in HubSpot via SMS
Send the document in HubSpot via SMS
1 vote -
1 vote
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CRM Transfer from Hubspot to Zoho
Allow PandaDoc deals from Hubspot to transfer to Zoho
1 vote -
Turn off the pre-selected radio button when enabling quantity editing in a pricing table
To prevent a user from sending the document with an unintended value selected.
1 vote -
Ability to create a document from a template in Salesforce from a direct link
- will allow a user to click Button URl to create a document.
1 vote -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
1 vote
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Ability to make only certain parts of a table editable
Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.
1 vote -
1 vote
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1 vote
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Get one list of all collaborators from multiple workspaces
The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.
1 vote -
In-person signing support document rejection
In-person signing support document rejection (for now you can only sign).
1 vote -
1 vote
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Designate which heading is recognized as a title by tables of contents
Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…
1 vote -
"Clear Product" button in pricing table
A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:
1 vote -
1 vote
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