6587 results found
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2 votes
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2 votes
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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 -
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 -
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 -
[ARCHIVE] Pull graphs from Tableau
Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.
2 votes -
Salesforce communities
integration with SF communities
2 votes -
Proprietary CRM
Integration with proprietary CRM
2 votes -
Attachments from Hubspot
The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration
2 votes -
"Send as" in mobile app
"Send as" in mobile app
2 votes -
2 votes
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ACPR Compliant
ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough
2 votes -
Allow phone numbers on the form pop up
Allow phone numbers in the pop up that appears when a form is opened
2 votes -
Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 votes
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