7354 results found
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PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
2 votes -
display recipients name on document list
Should easily display the signers name in the My Documents section
I have to hover over the initials to see who the document is for2 votes -
"Fill In" option retaining Focus in Unfilled Fields
The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.
2 votes -
Improve Suggest Edits appcue to be more obvious
Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
It'd be great to have suggest edits be more intuitive and obvious for a recipient.2 votes -
Have a form automatically signed by the publisher when published
Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.
2 votes -
Option to let a recipient choose one of the quotes in a document
Option to let a recipient choose the whole quote if there are any in a document
2 votes -
Easier way to send reminders
- will allow the user to have the option on manage and action button using the ellipsis
2 votes -
Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
Option for Tailored discount
- will allow he user to set tailored discount based on a specific factor
2 votes -
Conditional discount based on recipient
Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost
2 votes -
2 votes
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MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
Disable email notifications for bulk import
disable email notifications for bulk import
2 votes -
Negative and positive sign for Numbers only - fillable fields validation
negative and positive sign for Numbers only - fillable fields validation
2 votes -
Option to edit the Role Permission
- Will allow user to edit Role permissions, on thier preferred preference.
2 votes -
Enhance the visibility of the "Log Out" button
The "Log Out" button in the new interface is difficult to locate.
2 votes -
Download: PTX/P12
Ability to download documents as PTX and P12
2 votes -
Send a prompt to the document creator if they select/edit specific parts of a document
Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.
2 votes -
Add tags to multiple content library items at once
Add tags to multiple content library items at once
2 votes -
2 votes
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