6837 results found
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Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec
Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.
1 vote -
Synergetic
Integration to Synergetic with PandaDoc
1 vote -
Navigate to previous/next product in catalog without returning to list.
Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.
1 vote -
Allow collaborator to delete content
Collaborator should be able to delete content even if they don't have standard license.
1 vote -
1 vote
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Send documents from PandaDoc Contacts: Automatically assign template role
The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.
1 vote -
1 vote
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Document Bulk import to editable documents from docx files
Ability to convert multiple documents and make them editable
1 vote -
Payment integration - change status
Ability to remove/disable payment integration without altering or removing signatures on the document
1 vote -
Add GIF on Header
Ability to add GIF on headers
1 vote -
1 vote
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Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
1 vote -
Bulk Send from PandaDoc Contacts List
Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.
1 vote -
Notification for documents not yet completed
Customer would like to be notified to all documents that are not yet completed every day or every couple of days
1 vote -
Add a custom message when sending approval
require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.
1 vote -
1 vote
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1 vote
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Enable quantity option on Template level when data merge is enabled
Customer wants to enable recipient option on the pricing table for quantity in the template level when data merge is enable
1 vote -
Flexible Recurring Charges: Gradual Discounting in Stripe Integration
Possibility of setting up recurring charges with Stripe the way that the recipient will pay 100% on the first year and then with a 50% discount every next annual term.
1 vote -
1 vote
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