7283 results found

1. Import from CRM: Contact Object, Hubspot

   Import from CRM for Hubspot for the contact object.

   7 votes

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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2. Bulk Send Expiration / Reminder Settings on Template

   Have expiration/reminder settings on a template which is used in Bulk Send to remain.

   7 votes

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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3. RESCO CRM

   RESCO CRM

   7 votes

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4. Conditional Charging Logic

   The ability to do a surcharge for credit cards but not ACH

   7 votes

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5. Notifications sent to specific emails when a doc is completed

   Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

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6. Salesforce, link PandaDoc to multiple Salesforce Objects
   7 votes

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7. [Reporting] Salesforce Activity

   Salesforce reporting feature with PandaDoc integration.

   7 votes

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. eIDAS higher levels compliance
   7 votes

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   Idea  ·  0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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9. Hiding the banner of the document when embedding through an iFrame

   Hiding the banner of the document when embedding it through an iFrame

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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10. MS Dynamics / Monday.com: Map products to specific tables or sections

    The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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11. Ability to save PandaDoc documents as p7m files
    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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12. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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13. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design
    7 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Add image option in Saved messges
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15. [French localization] Translate subject in the emails

    Change the language of the subject in the email

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    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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16. Forwarding to recipients that are already CC'd
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17. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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18. UK bank transfer payments

    Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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19. Ability to turn off the location that appears in Audit Trail
    7 votes

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20. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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