7104 results found

1. PipeDrive: Add PandaDoc contacts to PipeDrive

   Ability to pull created in PandaDoc contacts to Pipedrive

   9 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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2. Tokens for products in Pipedrive

   Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. Omit zero values for pricing tables (show them blank)

   i have items coming from the CRM to the pricing table that have 0.00 value
   I want to omit this to show blank

   9 votes

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   Idea  ·  5 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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4. Adding footnotes
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   Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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5. Default settings for document forwarding

   Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

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   Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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6. Delete Timeline from Dashboard

   The option to delete Timeline on the Dashboard.

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   Idea  ·  2 comments  ·  Other  ·  Delete…  ·  Admin →
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7. Ability to draw on the document/template
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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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8. Declined Document Notifications

   notifications should be sent to everyone who was signed/received the document

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9. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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11. Localization: Page numbering in another language

    The option to change the page numbering (in PDF) to another language (Dutch).

    9 votes

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    Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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12. Ability to sort docs in the Inbox tab
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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Catalog custom fields are added to pricing table as fees and additional multipliers
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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Product variation Pipedrive EV2
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15. Global setting: turn off notifications of manual status change

    The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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16. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. Refund option via PandaDoc

    Refund option via PandaDoc.

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18. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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19. Images passed from Salesforce to pricing tables
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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. Send on Behalf of for Bulk send

    Ability to change the sender email when sending via Bulk send.

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