6967 results found
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Automatically update the number of seats
Automatically update the number of seats according to the number of users. Specifically:
*delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)1 vote -
Wizard Automation
Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.
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Automatic scroll for inline comments
Would be nice it it automatically scrolled to where the inline comments were within the doc.
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1 vote
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description font in pricing table
description font is now really small and has to be updated manually. It would be good if it was added to themes.
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Delete a document found in the search
When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)
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1 vote
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1 vote
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Trigger Doucment creation via SFDC workflows
Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.
1 vote -
Model popup when clicking privacy link in embedded view
Warning that client is leaving the embedded signing experience when clicking on our privacy link.
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1 vote
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Link to SF option improvements
The option to unlink and relink documents from all the SF objects.
1 vote -
Require opportunity approval in order to allow a user to send a document
Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.
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Web version for mobile
Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).
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1 vote
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