6444 results found
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Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?2 votes -
Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
Automatically add variables to a newly created template
Automatically add variables to a newly created template
2 votes -
Ability to access templates without a user license
Ability to access templates without a user license
2 votes -
To be able to highlight text inside a text field or fillable fields
At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)
2 votes -
Ability to turn off pre-made content library items
I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.
2 votes -
Edit the department options that appear when new users join PandaDoc
Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.
2 votes -
Expose a variable to Zapier without setting it as a text block on the document itself
Option to pass values from variables that are not used in a document to Zapier.
2 votes -
Google sheets integration: setup document name
Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith
2 votes -
Google sheets integration: variable in the email message
Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration
2 votes -
Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
2 votes -
Pull SFDC products upon bundling
Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.
The idea is to trigger products fetching event after the bundling event.
2 votes -
2 votes
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Automatically fill a date field once the approval workflow has been completed
Automatically fill a date field once the approval workflow has been completed
2 votes -
duplicate conditional fields with rules
duplicate conditional fields with rules across all pages
2 votes -
Ability to scan template layouts
ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates
2 votes -
Drag both signature and date together (same time)
Would like the ability to add the signature and date at the same time
2 votes -
Receive Emails, Notifications, Text for any Product Updates
Receive an email or text if there are new implemented feature changes/updates.
2 votes -
Frames for image content block
add and design frames for image content block
2 votes -
Print only option
After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.
2 votes
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