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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5913 results found

  1. Editor 2.0 : make CC field work with other payment gateways.

    7 votes

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  2. upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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  3. ev2 click on the images and see them full screen

    3 votes

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  4. When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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  5. 4 votes

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  6. 9 votes

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  7. Make the Document Value Required to fill out instead of it being option

    1 vote

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  8. Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  9. 11 votes

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  10. 1 vote

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  11. Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    2 votes

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  12. 2 votes

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  13. Editor 2.0 Card Details field for Authorize.net.

    3 votes

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  14. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    3 votes

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  15. 4 votes

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  16. 5 votes

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  17. Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  18. 5 votes

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  19. 3 votes

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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  20. Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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