7261 results found
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The ability to upload multiple signatures
Customer would like to have the ability to upload different signatures in their profile
4 votes -
Two separate roles with one signer
Customer would like to be able to assign one recipient in two different roles with signing order
5 votes -
Cin7
The ability to integrate with Cin7 via API/ Native integration
2 votes -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
11 votes -
box type text field
box type text field - for 1 letter or 1 digit only
2 votes -
2 votes
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Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
3 votes -
1 vote
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Webhook trigger for CRM object link
Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)
3 votes -
Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
4 votes -
The ability to change the default screen when creating a doc in Salesforce to Quick Access instead of My Templates
To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.
1 vote -
Trainual
Ability to integrate with Trainual
1 vote -
Pricing for adding seat on the website
Customer would like the pricing information for adding a seat to be in the website.
1 vote -
Signature certificate - capture additional information
Customer would like to have an additional information captured in the signature certificate like MAC Address other than the IP address and email address
1 vote -
Recipient group in bulk send
Option to use recipient groups when sending documents via bulk send
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
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Catalogue vs Price books in SFDC
In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.
How would we go about doing something similar in PandaDoc?
1 vote -
Import colors from Google
Import colors from Google
2 votes -
1 vote
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Catalog Changes Audit Trail
I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.
1 vote
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