7277 results found
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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 -
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 -
9 votes
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Option to set up field size and width when creating documents from a PDF via API
Set up field height and width while creating documents from a PDF via API
9 votes -
Clickable phone number link ☎️
Ability to add a phone number as a hyperlink (now it is now allowing you to do so).
9 votes -
Automatically add Pipedrive custom product fields to pricing table
Automatically add Pipedrive custom product fields to pricing table
9 votes -
ability to access uploaded file by the signer in a completed document
ability to access uploaded file by the signer in a completed document
9 votes -
Option to delete a section header in the Pricing table without deleting the rows within the section
Option to delete a section header in the Pricing table without deleting the rows within the section
9 votes -
ability to create Stripe products from the Stripe payment integration
ability to create Stripe products from the Stripe payment integration
9 votes -
Signature Pad Compatibility
Compatibility with external signature pads i.e. topaz signature pad
9 votes -
9 votes
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pull the value to variables with Zapier
pull the value to variables with Zapier
9 votes -
Push ALL HubSpot product line items to pricing table in PandaDoc
Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.
9 votes -
Shopify Product sync
Would love to see the ability to pull product info from Shopify.
9 votes -
Forms - Variables passed in URL parms
Pass variables and field data as URL parmaters on the form URL.
9 votes -
Discount for catalog items (products)
Be able to set up discounts for catalog items and insert the items with those discounts
9 votes
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