7271 results found
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a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
2 votes -
Editing documents in Zendesk Sell
PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)
2 votes -
QRCode
For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.
2 votes -
Badge numbers iOS
Please fix the bugging badge numbers on iOS. It’s impossible to reset them.
2 votes -
Automatically remove users from PandaDoc
Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")
2 votes -
2 votes
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2 votes
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ISO 9001 compliant
ISO 9001.
2 votes -
Transitioning from QuoteRoller
It's not only an update:
double the cost of our current solution quoteroller.com
find time to implement it / project manage the implementation...
lose all client history2 votes -
2 votes
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move the value of price/amount on the pricing table
move the value of price/amount on the pricing table
2 votes -
2 votes
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email with high priority
Would like to be able to send emails with high priority.
2 votes -
Ability to download PDFs with all the pictures in the document!
I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.
2 votes -
Dark mode for Teams
Seem like you've overlooked styling for dark mode in the Teams integration. Just been trying it out today, but the display could really do with some attention as shown in the screenshot attached.
2 votes -
Change expiration date via mobile app
Customer would like to be able to adjust the expiration date after the doc has been sent via the mobile the same way it can be done via the web app
2 votes -
In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
2 votes -
change page type
Ability to change the page type after the page has been created and items have been added
2 votes -
Wolters - Kluwer (CCH) CRM
wolters - kluwer (CCH) crm integration
2 votes -
Salesforce communities
integration with SF communities
2 votes
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