6020 results found

1. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

   Option to track who the link was shared to when a recipient forwards a document link

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

2. Smart content: list of variables

   If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

3. Accept Variables with Blank Value in Smart Content

   The functionality to see a variable has a value or is blank within a smart content block

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   2 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

4. Option using zapier to update catalog items

   Option using zapier to update catalog items

   • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

5. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.
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   0 comments  ·  API  ·  Delete…  ·  Admin →
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6. Option to change the document owner once a document is generated from CRM

   Option to change the document owner once a document is generated from CRM.

   • Will allow the creator of the account to choose the owner of the document once creted from CRM
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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

7. The ability to separate documents in a bundle to be totally separate document.

   Remove a document from a bundle and make it a totally separate document without having to use the content library.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Remove documents from timeline on the dashboard
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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

9. Ability to use different PayPal accounts within one PandaDoc workspace.

   Ability to use different PayPal accounts for different templates within one PandaDoc account.

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

10. Add an attached file to saved messages

    Be able to attach a PDF to a saved message, so that you can send it with every document.

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    2 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

11. Add the same SKU for multiple catalog items
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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

12. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

13. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.
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    2 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

14. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

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    2 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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15. Populate ClientTitle variable directly from Sugar CRM
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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

16. Wordpress

    is there a Wordpress integration for PandaDoc without third party plugins?

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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17. Update Zapier to include 'Change Document Status' action
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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

18. Automatically link Salesforce Opportunity ID back to the PandaDoc

    We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

19. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

20. drag and drop series of checkboxes

    drag and drop series of checkboxes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded