6837 results found
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Account objects in Freshsales
Account objects in Freshsales
1 vote -
Ability to use line items from CRM as a variable
Ability to use line items from CRM as a variable for smart content.
1 vote -
Ablity to edit font size in quotes
Ability to edit font size in quotes after CRM data merge
1 vote -
Create a link via Smart Content
will alloe the user to add link in a paragraph let’s say “Click here” after a sequence of text and on click of it we can have them navigated to a different page.
1 vote -
Customize wording on e-mail sent
Ability to have a portion of the document, choice or customize the wording in the e-mail when the document is sent
1 vote -
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
1 vote -
Paste content directly to the document from external source
Customer would like to have the ability to paste a content like image or screenshot directly to the document without using image block
1 vote -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
1 vote -
"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.
1 vote -
Conditional logic for Signer
- Once the 1st signer signed the 2nd signer will be required to sign.
1 vote -
Document and signature forwarding can be assigned to multiple signers
The customer wishes to have the capability for the temporary signer to utilize the document and signature forwarding feature to assign each field to multiple signers
1 vote -
Ability to remove data in multiple fields at once
Ability to remove data in multiple fields at once
1 vote -
Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)
1 vote -
Ability to select the folder the uploaded documents are put into.
Ability to select the folder the uploaded documents are put into.
1 vote -
API: extract the signature image
Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.
1 vote -
1 vote
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Option to hide options in the ellipsis
- Option in hiding download convert template etc
1 vote -
Ability to have a field not required then a rule or option to make required
Ability to have a field not required, then have a rule or option that says, if a box is checked all specific not required fields are then required.
1 vote
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