7374 results found
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To show that the changes in SalesForce was made by the automation
The client sees that when the Opportunity changes its status when the signer completes the document when Change Salesforce opportunity stage whenever a document’s status is updated automation i used. They want to see the name of the used automation instead of the signer's name in SF when the automation is used.
2 votes -
Mobile app: Shared with me tab
Option to see "Shared with me" tab when using mobile app (on Android and iOS)
2 votes -
2 votes
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Option to Hide Fields in Catalog for Specific Users
Option to hide specific fields, such as price and cost, in the Catalog for certain account users.
2 votes -
pass mobile and phone number from salesforce
pass mobile and phone number from salesforce
For now, only one number mobile or phone can be populated
2 votes -
Option to upload a custom font from Type Together
Option to upload a custom font from Type Together
2 votes -
Contract repository: ability to retrieve data from Data fields via API
Ability to retrieve data from document Data fields via API
2 votes -
Contract Repository: Fill in data field values for templates/documents in bulk.
Have the option to fill in data field values for templates/documents in bulk instead of one at a time.
2 votes -
2 votes
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Ability to switch between on demand and bring your own notary sessions.
Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.
2 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Option to expand radio button from one page to another
Ability to expand the radio button from one page to another in case there is a page break
2 votes -
Pass images from Google Sheets to PandaDoc documents
Pass images from Google Sheets to PandaDoc documents
2 votes -
Quote builder: ability to reflect the total for recurring products based on contract term
In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.
2 votes -
eForms subject line settings
eForms subject line settings. Be able to have more control over subject line for eForms.
2 votes -
EngageBay CRM
Integrate with EngageBay CRM
2 votes -
Pricing table - add Price columns without manipulating subtotal/total
-Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.
2 votes -
Larger Side-to-Side Dragger for Block Resizing
When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.
2 votes -
2 votes
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Quote builder: remove sections without products automatically
If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section
2 votes -
Ability to add a recipient every time a form is submitted
Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf
2 votes
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