7130 results found
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6 votes
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6 votes
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Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
6 votes -
6 votes
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6 votes
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Custom roles for different sales teams and users
I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization
6 votes -
A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
6 votes -
[Master settings] Autoreminders enablement
The option to implement auto-reminders to all the templates and documents created before the option is enabled.
6 votes -
Sending the document to CC without sending it to the first signer
Send the document to CC and give him the possibility to transfer the document to the first signer.
6 votes -
[Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.
After a Word document is imported, line spacing is not kept.
5 votes -
Option to Disable Payment Reminders for Individual Documents
Option to Disable Payment Reminders for Individual Documents.
5 votes -
Continued numbered list with letters
The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.
5 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
5 votes -
SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
5 votes -
Rooms: Customize Room Link (URL)
Option to customize / white-label Room URLs.
5 votes -
Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable
Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.
5 votes -
Rooms notification for past due task
Customer would like the rooms to have an additional notification to their client when they are already past due with the task.
5 votes -
Pass specific currency formatting to PandaDoc
At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.
This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.
5 votes -
Link conditional fields
Option to link fields in case the condition is applied:
I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field5 votes -
Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients
The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.
5 votes
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