6688 results found
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zoom - Ability to change workspaces within Zoom/PandaDoc App
Ability to change workspaces within Zoom/PandaDoc App.
This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
Ex:
New hire completing documents for HR then IT.
CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.1 vote -
ability to enable quantity editing like in EV1
ability to enable quantity editing like in EV1
1 vote -
Marked-up approved changes to the doc
To have suggested approved changes marked-up to double-check them later
1 vote -
QuickFee
integration with QuickFee payment solution
1 vote -
1 vote
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1 vote
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1 vote
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Tick box near variables so if selected it automatically copies variables from somewhere else on the form to avoid duplicating work
We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'
1 vote -
1 vote
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cache local document changes
Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.
1 vote -
Sync Pricing Table with Hubspot Deal Amount
It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
Thanks1 vote -
UI / UX Update Is not Easy to Use
Document Editing has become miserable in the new update. Not easy to find all of the buttons.
How do I reassign signing privileges to another individual without deleting the previous signer off?
Roll back to the old PandaDoc UI / UX because this update is trash.
1 vote -
stop automatically contact list choosing the email
the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email
1 vote -
1 vote
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Financial Force
Integration with Financial Force
1 vote -
Salesforce Marketing Cloud
Salesforce Marketing Cloud integration
1 vote -
More particular chat functionality ie: ability to chat on on section vs inline commenting
Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.
1 vote -
MD-Staff
MD-Staff integration
1 vote -
Change Email Title API
Change the title of an email using API
1 vote -
Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount
Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount
1 vote
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