7350 results found
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The ability to change the default screen when creating a doc in Salesforce to Quick Access instead of My Templates
To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.
1 vote -
Use Smart content with shared content library items
Option to use shared content library items in Smart content
13 votes -
GoHighLevel CRM
GoHighLevel CRM
17 votes -
Trainual
Ability to integrate with Trainual
1 vote -
API: generate session ID for draft document
Option to generate session ID for draft document
6 votes -
[Reporting] Document Downloads by Account Owners/Users
option to know what documents were downloaded in bulk download by account owners/users.
3 votes -
Ability to not use a pricing table or a quote builder when adding a document value.
Ability to not use a pricing table or a quote builder when adding a document value.
3 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
download document while in notary session
Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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optional item - automatically populate the price and hide when not chosen
optional item - automatically populate the price and hide when not chosen
3 votes -
Pricing for adding seat on the website
Customer would like the pricing information for adding a seat to be in the website.
1 vote -
Signature certificate - capture additional information
Customer would like to have an additional information captured in the signature certificate like MAC Address other than the IP address and email address
1 vote -
Catalogue vs Price books in SFDC
In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.
How would we go about doing something similar in PandaDoc?
1 vote -
Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
5 votes -
Embed a form in an email
Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.
3 votes -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
27 votes -
1 vote
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Catalog Changes Audit Trail
I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.
1 vote -
Automatically change names of a selection of documents.
Automatically change names of a selection of documents.
1 vote -
An error message that shows if two correlating fields don't match
not to be abled to fill the field if the data does not match with other field
1 vote
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