7247 results found
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1 vote
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Customer Facing Tutorials
Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.
Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.
3 votes -
TaxJar
TaxJar integration
2 votes -
Require one option for a recipient to sign instead of having more options
Require one option for a recipient to sign instead of having more options
3 votes -
Insightly: Pull product data from Insightly to PandaDoc
The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.
3 votes -
Text around fields format to match the length of the info entered
a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.
21 votes -
3 votes
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3 votes
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1 vote
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Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
Link to CRM Insightly
Insightly: update document with the details from CRM.
3 votes -
Automatically update the number of seats
Automatically update the number of seats according to the number of users. Specifically:
*delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)1 vote -
Wizard Automation
Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.
1 vote -
be able to split the document into parts after completion
be able to split the document into parts after completion
3 votes -
2 votes
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8 votes
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6 votes
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See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
9 votes -
Automatic scroll for inline comments
Would be nice it it automatically scrolled to where the inline comments were within the doc.
1 vote -
3 votes
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