7161 results found
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8 votes
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8 votes
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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 -
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 -
Sub list in table
Sub list in table similiar to the text box
exmaple
1.
1.
2.
3.
1.
2.8 votes -
Microsoft Power Bi
Integration with Microsoft Power Bi
8 votes -
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 -
[Pipedrive] map document status with Deal status
Trigger Completed Document connected to Pipedrive deal to automatically change to Won status
8 votesHey Panda,
Good news — we did it! 🎯
We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️
👉 Watch the quick demo:
https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68
If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.
I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.
You can also grab a slot on my calendar here:
https://calendar.app.google/pHa6Xud82oexdoyv6
But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.
⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.
Thanks for being awesome,
Alex from PandaDoc 🐼
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8 votes
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customize the outgoing message based on template
customize the outgoing message based on template
8 votes -
8 votes
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Highlight Text on an uploaded document
Have the ability to highlight text
8 votes -
Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
8 votes -
8 votes
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Improve PDF Processing Errors
when using Upload PDF to create PandaDoc via API.
if pdf fails to process we should return useful errors.
8 votes -
Google Forms
Integration with Google Forms
8 votes -
Ability to populate documents from fields filled in on a prior document
Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.
8 votes -
Video Analytics
Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.
8 votes -
8 votes
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PandaDoc delivery email shows who else is on the PandaDoc from within delivery email
When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.
8 votes
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