7323 results found
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Download CSV of Documents filtered by title
In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents
1 vote -
Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)
When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.
1 vote -
1 vote
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jump to the change to see what the effect is of the undo.
When you undo something in a long document the change can happen off screen. It may be beneficial to jump to the change to see what the effect is of the undo.
1 vote -
1 vote
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Pulling related lists from Microsoft Dynamics
Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.
1 vote -
Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
Forms refresh to the initial screen after it has been completed
The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc
1 vote -
Planning Center
Would like to see a supported PD integration with Planning Center.
1 vote -
1 vote
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HIPAA compliant sign in for website (alternative to Forms)
I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent
1 vote -
1 vote
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Show merge rules for Quote builder in Editor
I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings
1 vote -
Quote builder: show before and after discount pricing for a line item
I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.
1 vote -
1 vote
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Ability to view payment button clicks
Ability to view payment clicks, or the user who already click the payment button.
1 vote -
Link inbox so multiple users can view it
Link Inbox so 2 users can view it.
1 vote -
We need a say to automatically assign a specific signer as the payer via the PandaDoc API.
We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.
1 vote -
Possibility to upload Pages (Mac format) on PandaDoc
Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!
1 vote -
Pipedrive released a new feature (see description for details)
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote
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