7106 results found

1. Pass address fields from Freshsales to Pandadoc

   When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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2. Allow upload image as an option for Available initials types.

   It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

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   Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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3. HubSpot Access on Document upon Completion

   Have the HubSpot integration access in the document when it has been completed.

   8 votes

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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4. Signature field improvements
   8 votes

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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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5. Allow recipient to download Word file of the document.
   8 votes

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   Idea  ·  2 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. Pricing table: quantity as variable

   Allow to map quantity of items to certain variables

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   Idea  ·  3 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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7. in pandadoc api, roles show as blank in document details when the template has role(s).

   in pandadoc api, roles show as blank in document details when the template has role(s).

   would be useful to show what recipients had which roles in document details

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   Idea  ·  2 comments  ·  API  ·  Delete…  ·  Admin →
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8. multiple choice with Zapier

   pull the information that client selected with multiple choice with Zapier

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. Partially fill in document fields

   Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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10. Page borders
    8 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. Automatically generating PDF invoices from quotes created in PandaDoc
    8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Delete…  ·  Admin →
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12. CC'd recipient: document status change

    When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    8 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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13. can add a link to template or document and make it mandatory to click before completing the document.

    can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Sub list in table

    Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.
    
    1.
    2.

    8 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Microsoft Power Bi

    Integration with Microsoft Power Bi

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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16. Variables working with Dropdown fields / Drop-down value for Variables

    "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    8 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    8 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

    
    

    Here’s what we are building:

    
    

    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

    
    

    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

    
    

    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

    
    

    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

    
    

    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

    
    

    Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

    
    

    Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

    
    

    Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

    
    

    Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

    
    

    Cheers, Alex.

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

    
    

    Here’s what we are building:

    
    

    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

    
    

    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

    
    

    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

    
    

    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

    
    

    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

    
    

    Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

18. Change layout of entire document or template
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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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19. customize the outgoing message based on template

    customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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20. Restrict users from editing completed docs
    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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