6444 results found
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1 vote
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Document creation only in Salesforce
Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce
1 vote -
1 vote
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Zoho: keep document when the Lead is converted to Contact
When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.
1 vote -
Version History Log /Report
Collect Data/Report of Version History log
1 vote -
Quote builder: include table header on the each page in PDF
In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF
1 vote -
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line
We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.
1 vote -
Reporting on only deleted documents
Customer would like to generate a report for deleted documents alone
1 vote -
Make the Pandadoc contract ID search available
Search for a contract using Pandadoc contract ID data
1 vote -
Federated setup
Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.
1 vote -
Xero Practice Manager integration
Native integration with Xero Practice Manager
1 vote -
Set date field manually then make uneditable
Have an option to manually set the date field and make it uneditable.
1 vote -
1 vote
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Open document links in the mobile app, not web browser
Redirect to PandaDoc mobile app when accessing document links in a mobile device.
1 vote -
Batch printing option
Ability to do Batch print within PandaDoc just like the other application
1 vote -
Detailed information on delete function
Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.
1 vote -
Ability to input variables on uploaded PDF
Ability to input variables whenever an uploaded PDF file in template/document creation.
1 vote -
Set a specified text block size
Ability to set a specified text block size for documents/templates as duplicating one text block does not always work for every client's use case
1 vote -
1 vote
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Change product name in bundle automatically
When you change the name of the product and this product is added to the bundle, automatically update the name in the bundle.
1 vote
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