7290 results found
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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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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 -
Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
3 votes -
suggest edits available for other blocks besides text blocks
How to make suggest edits available for other blocks besides text blocks?
4 votes -
Tax Update
Hello,
One of new updates was in regard to the tax section located on our purchase agreements.
We noticed that now instead of updating the tax rates on the side column like in the classic editor version.The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.
Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?
4 votes -
modify the document sent message view
If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.
2 votes -
Personalize/Change the Form Web Link that is shared
customize the words of the form link
4 votes -
contract risk analysis using AI
contract risk analysis using AI
2 votes -
Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
6 votes -
1 vote
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1 vote
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Include or exclude content depending upon SFDC fields
Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.
1 vote -
1 vote
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Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
1 vote -
Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).
Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).
1 vote -
Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
18 votes -
1 vote
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Ungerboeck
Integration with Ungerboeck
1 vote -
Latin American Localization
Localization for Spanish language specific to Latin America.
1 vote
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