7510 results found
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Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes -
Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
7 votes -
More text font size options (right now, only even numbers allowed)
Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number
7 votes -
CPQ Workflows report for tracking usage
We would like to track CPQ workflows usage to see how our users are adopting the new process.
6 votes -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 votes -
[Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.
After a Word document is imported, line spacing is not kept.
6 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
6 votes -
6 votes
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Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
6 votes -
6 votes
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More Rooms notification options for other members
Options for all members to receive the same notifications as the owner
6 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
6 votes -
Email verification through passcode
The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.
6 votes -
Rooms notification for past due task
Customer would like the rooms to have an additional notification to their client when they are already past due with the task.
6 votes -
Support Zapier for Rooms
Support the ability to add a recipient to a Room using Zapier.
6 votes -
6 votes
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Dashboard - be able to add Customisable Tiles to Dashboard
- add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
6 votes -
Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
6 votes -
6 votes
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Automatically remove unfilled variables before clicking the Send button
Automatically remove unused variables
6 votes
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