6890 results found
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Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
9 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 -
8 votes
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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 vote -
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 -
Automatically change names of a selection of documents.
Automatically change names of a selection of documents.
1 vote -
An error message that shows if two correlating fields don't match
not to be abled to fill the field if the data does not match with other field
1 vote
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