7356 results found
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freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
9 votes -
Disable option "send document" via app (leave only share via link)
disable option "send document" via app
(leave only share via link)9 votes -
Pull PD analytics back to HubSpot
For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.
9 votes -
Collaborate on Content Library Items (inline commenting and chat on Content Library items)
Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items
9 votes -
Signature cannot be placed until all required fields are completed
Signature cannot be placed until all required fields are completed
9 votes -
Variables with Dropdown option AND/OR Repeatable Fields
I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.
For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.
I can either:
a) make a Variable with no dropdown option, or
b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…9 votes -
Hubspot - set document value
When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot
9 votes -
Add the ability to make a field read only
Add the ability to make a field read only
9 votes -
Hide document sequence on the recipients end
hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.
9 votes -
street address validation
Validation that the address is a confirmed street address
9 votes -
Contact change will change a recipient email in a live document.
When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.
9 votes -
Mobile preview: Ability to preview documents how they would look on mobile
It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work9 votes -
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)
9 votes -
Link existing document for Monday.com Integ
link an existing document to an item in Monday through the integration?
9 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
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Data storage exclusively in Canada
Some customer's require storage to be localized exclusively within Canada
9 votes -
Restrict Duplicating Documents
Have an option to restrict duplicating of documents.
9 votes -
custom roles can be approvers in workflows
allow custom roles be approvers in workflows
9 votes -
Edit the dimensions of insertable fields
It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document
9 votes -
Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
9 votes -
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
9 votes
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