6563 results found
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Initial User Roles
Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…
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PO make out of a proposal once it is completed
When a proposal is completed need to make a PO from there to place an order with a vendor
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Diffrent options to indicate the signer (for ex. mobile number)
have an alternative if the signer dont have email can we use like mobile numbe
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RevTrak
Integration with RevTrack
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1 vote
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1 vote
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update prices when duplicating
When you replicate an old document it doesn`t update the prices that have been updated via import.
Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.
So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.
Imagine the frustration and the workload in…
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1 vote
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API Dynamic replay to email
When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.
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add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level
add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.
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1 vote
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Add name to document when you generate a link to send
When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link
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Pre-assign Roles in Zendesk Sell EV2
Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)
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control what status changes will trigger product 2 way sync in sfdc
option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status
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use LaTex to PandaDoc
use LaTex to PandaDoc
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Ordway
Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.
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1 vote
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