6428 results found
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Cross-site tracking
Allow integrations (Hubspot in particular) work without enabling cross-site tracking.
2 votes -
2 votes
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Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
payment limit
Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)
2 votes -
Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
2 votes -
2 votes
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mass check documents that are being sent out of bulk to know if any of them differ from the original template
mass check documents that are being sent out of bulk to know if any of them differ from the original template
2 votes -
Link list for the template
The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.
2 votes -
2 votes
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ability to place a single catalog item to multiple folders
ability to place a single catalog item to multiple folders
2 votes -
Download the embedded template before signing
Download the the embedded template before signing.
2 votes -
Total Documents Icon
Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together
2 votes -
Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.
2 votes -
Confirmation before sending to added recipient
At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.
2 votes -
Ability to remove custom formatting of the text so that theme settings are applied EV2
Currently custom formatting is overriding the theme settings and there is no way to remove it
2 votes -
2 votes
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For PandaDoc to have an automatic domain verification
PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:
"Active Campaign can do it with domain verification, you guys should be able to also
DMARC records etc
not hard
please pass this on"2 votes -
2 votes
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Add tag colors for further organization
The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.
2 votes
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