6887 results found
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Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
2 votes
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Automatically delete assigned fields when deleting recipients
A way to automatically delete fields from an assignee when removing such assignee/role from the document.
2 votes -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
2 votes -
Add category column to the pricing table
Add a category column to the pricing table
2 votes -
Edit shared templates
Option to edit shared temlate
2 votes -
Room: bundle templates
Option to bundle several templates from the Template tab under Rooms
2 votes -
2 votes
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2 votes
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Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
2 votes -
"Contact for Pricing" Option in Pricing Tables
Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.
2 votes -
2 votes
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Form: one-time document creation
A document will generate only once from the same recipient email.
2 votes -
Form prefill from the host websites
Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website
2 votes -
Automations: when a form is completed, the finalized document should be automatically transferred to a specified Room
Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.
2 votes -
Zendesk Support Automation: If there's a new ticket submitted then it will create a document
Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document
2 votes -
Presentation mode: interactive quote builder
Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.
2 votes -
2 votes
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2 votes
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2 votes
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