7108 results found
-
1 vote
-
Manually export JSON
Could you also make feature requests for ways to see agreements not linked to salesforce and also ways to manually export the JSON related to the agreement our data team would love to use the date in the custom object to see discrepancies between what the customer actually signed and what was listed in the opp. They can auto-process that custom object.
1 vote -
Restrict removing the approval for Manager role; allow only Admins to do this
restrict removing the approval fro manager, only admin can do that
1 vote -
Search bar for templates for the Google Workspace Add-On
The ability to search for a specific template when using the Google Workspace add-on. At the moment, it only displays the most recent templates and there is no way to search for older ones.
Workaround: 'Refresh' the template by making slight changes to it or duplicating it to be on top of the list.
1 vote -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
1 vote -
Send a document to yourself
At the moment, when you attempt to send a document with assigned fields to yourself, the system offers the "Finish" option immediately instead of sending the document. It would be great to avoid this option and send a document to your email address.
1 vote -
Have each signature individually drawn out by a recipient
have each signature individually drawn out rather than just one signature that is applies to each signature line
1 vote -
1 vote
-
[Bulk Action] Catalog: Update or change the price for multiple items
update or change the price in bulk in the catalog
1 vote -
1 vote
-
Receive a warning when you get down to the last 100 bulk sends available
warning when you get down to the last 100 bulk sends available
1 vote -
1 vote
-
1 vote
-
show the part of the page when the conditional rule is applied
show the part of the page when the conditional rule is applied
1 vote -
1 vote
-
Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
1 vote -
Ability to hide specific products within the bundle in the quote builder.
Ability to hide specific products within the bundle in the quote builder.
1 vote -
Ability to remove the "by [client name]" section of a form
Ability to remove the "by [client name]" section of a form
1 vote -
Have synced text fields across templates so if the user changes the text in one template it would change in the other too
have synced text fields across templates so if the user changes the text in one template it would change in the other too
https://pandadoc.zendesk.com/agent/tickets/5680471 vote -
Salesforce: not to pull discount
In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.
1 vote
- Don't see your idea?