6542 results found
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1 vote
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ItsMe
Integration with Itsme
1 vote -
4 votes
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26 votes
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1 vote
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recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp2 votes -
Profile (Intuit tax software)
Integration with Profile, intuit tax software
2 votes -
disable SSO login page option
disable SSO login page
1 vote -
1 vote
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Add a possibility to presave user groups
Would be great to have a possibility to save a user group for a more convenient process.
3 votes -
Change Paper Size for A4 to Default in Main Settings / Theme Settings
Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!
11 votes -
Pipedrive: document report
it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up
1 vote -
1 vote
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1 vote
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API endpoint to send out documents via email
It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.1 vote -
See the Document Record for all workspaces in Salesforce
Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.
1 vote -
1 vote
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1 vote
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Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
423 votesHi,
Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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Most recent documents at the top first in Salesforce
if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.
2 votes
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