5395 results found
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a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
2 votesValeryia Baranava responded
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Field Cloning
I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.
3 votes -
Ability to use half (.5) text font sizes
if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx
1 vote -
4 votes
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9 votes
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Speed up generating a document from Zendesk Sell
It takes 10-15 seconds to create a document from Zendesk Sell
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Editing documents in Zendesk Sell
PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Product catalog to track the items stock
Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog
7 votes -
Notify that API key needs to be reset (Salesforce)
Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired
1 vote -
1 vote
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Recipients list
Generate a list (CSV) of the recipients who have completed the proposal.
6 votes -
When adding a presentation from canva should be able to change the page orientation to landscape in canva
When adding a presentation from canva should be able to change the page orientation to landscape in canva
18 votes -
Retroactively Attach PDF in Salesforce Opportunity
Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.
4 votes -
multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
Google Slides
integration with Google Slides
6 votes -
[Bulk send] Edit documents
Edit documents that user would like to send in bulk
18 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
HMAC 512 version for Webhooks
On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?
1 vote -
Support ticket log
Ticket log for account so users can see what other tickets have been submitted/what others have asked about.
1 vote -
Badge numbers iOS
Please fix the bugging badge numbers on iOS. It’s impossible to reset them.
2 votes
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