6095 results found
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Automatic PDF attachments to emails notifying about a completed eForm
With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?
12 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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12 votes
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Use Salesforce integration On iPad
Salesforce integration with Pandadoc on Ipad
12 votes -
12 votes
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[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 votes -
[Master settings] Custom variables sharing across templates
Share variables across the templates.
12 votes -
An ability to update and calculate currency once the currency is changed in the pricing table
It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.
12 votes -
12 votes
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Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
12 votes -
Pass files from SalesForce files to PandaDoc
Pass files from SalesForce attached files to PandaDoc document as attached files
12 votes -
12 votes
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12 votes
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Russian localization
PandaDoc localization in Russian.
12 votes -
PandaDoc Style settings are applied to the text copied from another source
Expand Text formatting options:
- Don't transfer text formatting when the text is copied from an external resource
- PandaDoc Style settings are applied to the text copied from another source12 votes -
Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
12 votes -
Avoid the verification process with micro deposit for ACH transactions
The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.
12 votes -
Creating rooms through API
The ability to make rooms utilizing API
11 votes -
Enable User Groups for Permissions and Workflow Management
For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.11 votes -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
11 votes -
Power Automate
Power Automate integration
11 votes
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