6836 results found
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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
1 vote -
automatically change the values coming from SFDC to the pricing table (e.g abbreviations)
we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in
1 vote -
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
1 vote -
RevTrak
Integration with RevTrack
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1 vote
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1 vote
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restrict document owner to sign before document approval
restrict document owner to sign before the document is sent for approval
1 vote -
1 vote
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Change Salesforce Sync Trigger names
Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.
1 vote -
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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Give the recipient of the form the ability to replicate a part of the form.
As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.
I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.
1 vote -
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.
1 vote -
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.
1 vote -
1 vote
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Improve the quality of how the PDF looks like once the document is generated via API
Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent
1 vote -
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
1 vote -
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)
1 vote -
1 vote
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