6541 results found
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1 vote
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5 votes
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[Comments] allow mentions for 'member' role
Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.
3 votes -
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.
2 votes -
Copper
Native integration with Copper
4 votes -
Confirmation before sending to added recipient
At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.
2 votes -
Ability to remove custom formatting of the text so that theme settings are applied EV2
Currently custom formatting is overriding the theme settings and there is no way to remove it
2 votes -
2 votes
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[Master settings] Autoreminders enablement
The option to implement auto-reminders to all the templates and documents created before the option is enabled.
6 votes -
Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
6 votes -
For PandaDoc to have an automatic domain verification
PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:
"Active Campaign can do it with domain verification, you guys should be able to also
DMARC records etc
not hard
please pass this on"2 votes -
Significantly speed up document loading speed, decrease clunky processing times
The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.
6 votes -
6 votes
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1 vote
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Add tag colors for further organization
The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.
2 votes -
Microsoft Dynamics Discount option
Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).
4 votes -
Trigger Doucment creation via SFDC workflows
Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.
1 vote -
[Zendesk sell] sync pandadoc and zendesk sell contacts
sync pandadoc and zendesk sell contacts
5 votes -
6 votes
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2 votes
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