6485 results found
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Salesforce trigger: update custom object stage
Option to use Salesforce trigger to update custom object status when PandaDoc status is updated
3 votes -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
3 votes -
Ability to choose pricing recurring billing period from annually to 2 years or more.
Ability to choose pricing recurring billing period from annually to 2 years or more.
3 votes -
Log emails sent from PandaDoc in Salesforce
When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.
3 votes -
Populate product quantity and/or product price from a Google Sheet
The ability to calculate quantities needed on a Google Sheet and then integrate that with PD
3 votes -
Update the document currency after it was sent
Option to update the document currency after it was sent (viewed, completed)
3 votes -
Move Delete Button on Completed Documents
Please move the Delete button on Completed Documents from being right next to the Print Button. Or if the Delete Button is to stay, please offer a prompt to users confirming they are sure they want to delete a Complete Document. Clients have easily and accidentally deleted documents.
3 votes -
Ability to update a document's name via API
It would be helpful to be able to utilize API to update a document's name.
3 votes -
SmartSuite
SmartSuite integration.
3 votes -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
Ability to upload files in .MSG format.
Ability to upload files in .MSG format.
3 votes -
Ability to Reorder Templates by Drag and Drop
I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.
3 votes -
Approval after resolved suggestions
Option to send a document for approval after all suggestions from the recipient were resolved
3 votes -
Make a checkbox like a radio button (see description)
From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.
More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.
3 votes -
Show list of all contacts in the document when typing a recipient
I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.
3 votes -
Give users who cannot edit ability to import from CRM
When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.
3 votes -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
Download signature created or uploaded in PandaDoc account onto devices.
Download signature created or uploaded in PandaDoc account onto devices.
3 votes -
Fill column color (change column background color)
Fill column color (change column background color)
select entire column and change the background color all at once instead of 1 cell at a time.3 votes -
Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes
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