6888 results found
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Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
4 votes -
when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes -
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
1 vote -
13 votes
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Different colors for dropdown items
Different colors for dropdown items
2 votes -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
6 votes -
Paste content directly to the document from external source
Customer would like to have the ability to paste a content like image or screenshot directly to the document without using image block
1 vote -
Allow an attachment to be rotated.
Allow an attachment to be rotated
2 votes -
Option to only allow ACH payments via Stripe
It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.
13 votes -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote -
Ability to filter documents per signer company name
Ability to filter documents per signer company name
2 votes -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
1 vote -
display recipients name on document list
Should easily display the signers name in the My Documents section
I have to hover over the initials to see who the document is for2 votes -
Pricing Table will update once line item is added on the Deal [CRM]
- Will allow the changes like added lin items will reflect on the pricing table
3 votes -
"Fill In" option retaining Focus in Unfilled Fields
The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.
1 vote -
Conditional logic for Signer
- Once the 1st signer signed the 2nd signer will be required to sign.
1 vote -
Document and signature forwarding can be assigned to multiple signers
The customer wishes to have the capability for the temporary signer to utilize the document and signature forwarding feature to assign each field to multiple signers
1 vote -
Ability to remove data in multiple fields at once
Ability to remove data in multiple fields at once
1 vote -
Automation: The automatically sent document will contain information provided by the recipients from the first document
When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document
4 votes
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