6881 results found
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ACPR Compliant
ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough
2 votes -
signatures compliant in Thailand.
signatures compliant in Thailand.
2 votes -
Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 votes -
Please can we add an invoice person to a signed Panda Doc -
be able to add an invoice person to a signed Panda doc - often we do not have the invoice person contact info and the signer frequently does not know until after they sign
2 votes -
Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
2 votes
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view a document horizontally like a book
ability to view a document like a book
2 votes -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
2 votes -
Separate Google Drive per User
Allow each user to upload from separate google drive accounts rather than the same google drive account
2 votes -
Corelation Credit
Some credit unions use this and would love direct integration. Customer will move once we have it
2 votes -
CJIS Compliance
Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center
2 votes -
Open a new window when clicking a menu item
If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.
2 votes -
Ability to not loose content when two users is editing the same doc at the same time
Ability to not loose content when two users is editing the same doc at the same time
2 votes -
Choose which Admin will receive Workspace Join Notifications
Choose the person who will receive notifications to join ws via internal link so not all admins receive them.
2 votes -
2 votes
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2 votes
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2 votes
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Service Titan
Integration with Service Titan
2 votes -
Reporting of multicurrency in the same workspace
Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data
2 votes -
2 votes
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