229 search results
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Room-related webhook events (such as room.created, room.viewed, etc.)
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Webhook for each time a recipient views a document
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Same day reminder
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Sync PandaDoc to update properties details in HubSpot
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Report documents created in PandaDoc and linked back to an opportunity in Salesforce
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Form attachments hover and open instead of downloading
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Drop down fields in Quote Rules
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[Quote builder] Always expand description in downloaded PDF
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Updating member role via API call
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Zendesk Support Automation: If there's a new ticket submitted then it will create a document · Not Planned
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Printable Detailed Audit Log of Document History
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Drag and drop a folder with files in the Rooms · Not Planned
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Ability to see how many and what agreements when using a specific template from our template library
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Resend button · Not Planned
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[Automation] recipe' that exports a PDF of a document to Google Drive when the document status is from Seen to Waiting to be paid OR Paid
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Send a viewer of a PandaDoc Room to Hubspot as a new contact · Not Planned
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Lock fields in section/quote footers from editing by sales reps in Quote Builder
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Notifications for non-document participants (non senders) · Not Planned
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Option to convert /transfer info of normal table to the pricing table · Not Planned
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SFDC CPQ Workflows support for Quote object