7513 results found
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Option to set expiration for link shared with the recipient [Workaround in comments]
Option to set expiration for link shared with the recipient.
4 votes -
15 votes
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jump to the change to see what the effect is of the undo.
When you undo something in a long document the change can happen off screen. It may be beneficial to jump to the change to see what the effect is of the undo.
1 vote -
12 votes
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Bulk send feature for forms similar to the feature for the documents.
Bulk send feature for forms similar to the feature for the documents.
2 votes -
Salesforce: Release notes for recent changes
do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
: but it stopped a while back, it would be great if they started publishing that again7 votes -
Saved messages for Approval process: custom notification for approval
saved messages for Approval process
9 votes -
Compare Files feature
ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat
3 votes -
1 vote
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Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
3 votes -
7 votes
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Gridlines / Ruler
Would love a gridline or ruler option to overlay on page to help with lining up text & images
26 votes -
4 votes
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Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}19 votes -
Pulling related lists from Microsoft Dynamics
Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.
1 vote -
Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
Forms refresh to the initial screen after it has been completed
The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc
1 vote -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes -
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
To have this:
1. Level
I.Level 1.14 votes -
Add Shared with me folder for Templates to mobile app
Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.
9 votes
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