7349 results found
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Categorize documents into the same folder (based on recipient)
For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.
1 vote -
1 vote
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Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
1 vote -
1 vote
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Operators as a condition in smart content
can I use operators as a condition? For example if "amount > 0" then show "content".
1 vote -
1 vote
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1 vote
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Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
1 vote -
1 vote
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Ability to overlay image into a video block
Ability to overlay image into a video block
1 vote -
RouteOne
We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.
1 vote -
DealerTrack
We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.
1 vote -
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
1 vote -
1 vote
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Cloze CRM
Integrate with Cloze CRM to automatically generate contracts
1 vote -
Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Option to show tha IP address on the document
Will allow the user to Add the IP address or auto opulatye it using variables
1 vote -
Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
Have a user type that can see all workspaces automatically
It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.
1 vote -
Bulk download documents: Don't save folder structure
In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.
1 vote
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