7594 results found
-
1 vote
-
Loxo CRM
Integration with Loxo CRM
1 vote -
1 vote
-
ability to copy links in bulk and not one at a time
ability to copy links in bulk and not one at a time
1 vote -
1 vote
-
1 vote
-
Review the content of sent documents in Salesforce
Review the content of sent documents in Salesforce directly.
1 vote -
1 vote
-
1 vote
-
[Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice
Add products from pricing table to MoneyBird invoice via Zapier.
1 vote -
Page Centering
Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?
When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center…
1 vote -
Automation: create a new customer in Chargebee once the document is completed
Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.
Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.
0 votes -
Move automation for Customers and Creators
Move to Folder xy when document was created by xy
Move to folder xy when „Berater“ or „Customer“ is xy
Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
Also customer folders would be nice i always do this manually.
Thanks!0 votes -
Field with currency sumbol
Special field that will have $ sign predefined.
Example: you are adding a blank field, put 23 there and it automatically states $23.
0 votes
- Don't see your idea?