7683 results found
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Edit template via mobile
Edit the templates via mobile app.
13 votes -
payment network option for authorize.net
Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.
3 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change
New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.
13 votes -
14 votes
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Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
4 votes -
Migrate all the documents from PandaDoc to Hubspot
A direct file migration with functionality to Hubspot
4 votes -
4 votes
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control what status changes will trigger product 2 way sync in sfdc
option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status
1 vote -
Download button
The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).
14 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
5 votes -
quantity editing for all the pricing table
enable quantity editing on all products simultaneously in the pricing table
7 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Section quantity in Quote Builder
You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.
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use LaTex to PandaDoc
use LaTex to PandaDoc
1 vote -
Approvers names appear as the names not as icons only
able to see approvers names when checking documents from the Documents list (dashboard)
currently you can see only icons and the names when you click on the icon2 votes -
LACRM
Integration with LACRM
2 votes -
to be able to control the user's progress in filling up the fields in a document
to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first
3 votes -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
6 votes -
disable data merge by default in pricing table when salesforce is enabled
disable data merge option by default in pricing table when salesforce is enabled
2 votes -
2 votes
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Sign to accept privacy of proposal and then see full details
I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.
2 votes
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