6440 results found

1. Auto-correct feature in or chat or email portal.

   Auto-correct feature in or chat or email portal when submitting a request.

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2. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

   Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

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3. alternate PandaDoc interface that doesn't use logos when we needed

   alternate PandaDoc interface that doesn't use logos when we needed

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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4. Option to see who deleted the document in Audit Trail like in EV1
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5. Mass-import of the existing Docusign documents into the PandaDoc document library
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6. Enable redlining for the attachments

   Enable redlining not only for the document itself, but for the attachments that goes together as well.

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7. Redlining - Keep the document Grand Total

   Grand Total value should not disappear from a document that was subject to the redlining process

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8. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc
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9. sending a document out only after a payment is submitted

   sending a document out only after a payment is submitted

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10. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

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11. Edit documents withour resetting document analytics
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12. Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)

    See exact date and time of document completion in the web view

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13. Option to resize the workspace icon

    Option to resize the workspace icon

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14. QQ Email Support

    Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

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15. moving a drop-down field in a more convenient way
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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16. Self-sign notifications

    Ability to toggle the self-sign notifications off when sending the document

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17. Basecamp

    Native integration with Basecamp https://basecamp.com/

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18. Price locking in product catalog

    Price locking in products in catalog

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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19. Templates showing in a specific order when creating a document
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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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20. Internal window

    The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

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