7129 results found
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Salesforce: correct values for searchable fields (like time and address)
Salesforce: correct values for searchable fields (like time and address)
1 vote -
2 way sync with Monday
2 way sync with Monday
66 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
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Template Editor SDK - Non-PD users
Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.
6 votes -
email validation supports extended email formats
the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)
3 votes -
VB scripts
VB scripts
1 vote -
Editing options when changing/editing licenses
We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.
1 vote -
Expand Salesforce Sync Search Fields to All Terms
Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.
1 vote -
Additional permissions/settings for document status
Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"
2 votes -
Custom Line spacing option inside design section (including TOC)
Ability to set up custom Line spacing for entire text within the document.
12 votes -
Ruller for design
Ruller for blocks and images, so once you adjust it's size you can see exact size in pixels/mm/etc.
2 votes -
Document Payment date variable
a variable that autopopulates when the document was paid
5 votes -
Google Workspace
Integrate Pandadoc with google Workspace
14 votes -
Preview option after changing the Branding
Ability to see or preview what it looks like after changing the Branding
1 vote -
Option to Force Design Changes to Affect Previously Edited Fields
If a field's font size is altered, it no longer is affected by font changes made in the design settings. It would be nice to have the option to force changes to apply to every single field on a document, regardless of whether or not it has been previously changed.
1 vote -
change expiration on form template
Ability to change and edit the expiration date/validity of a form template.
8 votes -
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
2 votes -
Speed up generating a document from Zendesk Sell
It takes 10-15 seconds to create a document from Zendesk Sell in EV2
1 vote -
Editing documents in Zendesk Sell
PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)
2 votes -
1 vote
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An ability to add decimals in the "Numbers only" text field
An ability to add decimals in the "Numbers only" text field
5 votes
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