6080 results found

1. 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

2. 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

3. 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

4. Add the same SKU for multiple catalog items
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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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5. 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

6. 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

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

9. 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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10. 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

11. 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

12. 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

13. 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

14. fields within rows should not shift while removing rows from the table

    fields should not shift while removing rows from the table

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

15. Compile documents of merged HubSpot objects

    When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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16. The ability to resend a declined document without having to edit and put into draft status.
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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

17. advanced search tool

    ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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19. ability to add two or more tokens to one merge field
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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. Add hyperlink into email footer
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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded