5913 results found
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[Editor 2.0] CC field for all payment gateways
Editor 2.0 : make CC field work with other payment gateways.
7 votes -
upload document on version 2 within SalesForce
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 -
images preview
ev2 click on the images and see them full screen
3 votes -
Show user's (not all the workspace's) documents in dashboard by default
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 -
4 votes
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9 votes
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Make the Document Value Required option
Make the Document Value Required to fill out instead of it being option
1 vote -
Zendesk Support Account Tokens
Ability to pull account data from ZD support to PandaDoc.
1 vote -
11 votes
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1 vote
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AutoSelect template based on SFDC field
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 -
2 votes
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Card-Details field for Authorize.net
Editor 2.0 Card Details field for Authorize.net.
3 votes -
Format messages (new paragraphs, etc.) for documents sent via API
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 -
4 votes
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5 votes
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Generate signature certificates for Bulk Send
Mass generate separate signature certificates for the documents that have been sent in bulk.
1 vote -
5 votes
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Ability to change tokens format in Microsoft Dynamics
For example, the date
3 votesHello 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!
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Zoho PandaDoc Documents Section
Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.
4 votes
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