7423 results found
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Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
34 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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ItsMe
Integration with Itsme
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.
19 votes -
1 vote
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Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)
Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)
23 votes -
average time spent per page that recipients spend on all documents created from 1 template
average time spent per page that recipients spend on all documents created from 1 template
8 votes -
Profile (Intuit tax software)
Integration with Profile, intuit tax software
2 votes -
Ability to organize the Smart content into folders.
Ability to organize the Smart content into folders.
2 votes -
Workwave
Integration with Wokrwave and ability to use Collect card details field with this integration
1 vote -
disable SSO login page option
disable SSO login page
1 vote -
1 vote
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2 votes
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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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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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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 -
suggest edits available for other blocks besides text blocks
How to make suggest edits available for other blocks besides text blocks?
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
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