7106 results found
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Roles VS Licenses Info
A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform
1 vote -
ability to retrieve previously sent messages when not saved under saved messages feature.
ability to retrieve previously sent messages when not saved under saved messages feature.
1 vote -
Reporting - mobile and desktop usage
Our mgmt would like to see how many of our recipients are opening/completing their docs on mobile or desktop. We'd like to see this data, similarly to how Google Analytics displays that kind of reporting on site visitors.
1 vote -
Salesforce: use custom field in merge rule
Option to use custom fields in merge rules
1 vote -
1 vote
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Integration option for Invoice ASAP
Will allow the user to integrate PD to Invoice ASAP
1 vote -
Map recipient role in Freshsales
Ability to map the recipient role in Freshsales to pull up the information from Freshsales and not from the PandaDoc Contacts only.
1 vote -
HubSpot Activity will show if a video is played on the document, not just if a document has been viewed
- HubSpot Activity will show up if a video is played on the document
1 vote -
Make it easier to locate a template in the PandaDoc dashboard using the template id.
Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.
1 vote -
Use reporting to create graphs
The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
This would help him not to create the graphs in Excel and or do this on a manual process from time to time.1 vote -
Requiring Approval for Specific Content Library Items
Option to automatically require "Approval" if certain items from the Content Library are added to a document.
1 vote -
Fields autoplace on the table in each cell
Customer would like the fields to auto place in the table and will perfectly fit
1 vote -
Forms that do not show the creator's name on email notifications when they are sent out.
The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.
1 vote -
1 vote
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Check box requiring signature
to put a check box on a form, that when the check box is selected, it will require a signature.
1 vote -
Card details field: make address required
Option to make address required when the client puts the credit card info into Card details field
1 vote -
Document sequence limit
increase current limit of 32 characters
1 vote -
Law Depot
Integrate Law Depot to PandaDoc
1 vote -
Delete all content in folder when deleting content library folder
Delete all content in the folder when deleting the content library folder. Currently, get an error "You cannot delete this folder because it is not empty."
1 vote -
add a pop up about document ownership transfer before deleting the user from the account
add a pop up about document ownership transfer before deleting the user from the account
1 vote
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