6433 results found
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2 votes
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2 votes
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Option to have filter by user in the Document Activity (Dashboard)
- Will allow the user to filter by user in Document Activity [Home]
2 votes -
Ability to change the order of grand total section of Quote Builder
Ability to change the order of grand total section of Quote Builder
2 votes -
Option for Total Cost in the pricing table
- option for the user in adding Total cost in the pricing table
2 votes -
Cuztomize email notification
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
2 votes -
Catalog - CSV additional settings format
Ability to import a CSV file with comma format on Cost and Prices.
2 votes -
Table of Contents Page Numbering does not align with PDF Proposal generated.
The page numbering in the Table of Contents does not align with the page numbers in the PDF proposal generated. There is no option to select a size that corresponds to PDF size, as the only options are "US Letter, A4, or Slide". When we asked for help, we were told to delete the page numbers on the Table of Contents. That is not a solution...
We would appreciate if this could be resolved as soon.
2 votes -
Ability to tag a client within the saved message.
Ability to tag a client within the saved message.
2 votes -
2 votes
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Reschedule Notary
I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.
2 votes -
Download the PDF as separate files via Zapier when the document is bundled
Download the PDF as separate files via Zapier when the document is bundled
2 votes -
Streak CRM
integration and automations with Streak CRM
2 votes -
2 votes
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convert a quote builder block from a proposal into a spreadsheet
convert a quote builder block from a proposal into a spreadsheet
2 votes -
Option to generate a payment link
- Will allow the user to generate a payment link
2 votes -
import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
add shared template as an option when selecting template in automations setup
add shared template as an option when selecting template in automations setup
2 votes -
Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?2 votes -
Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes
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