Settings and activity

Shortcode that could be embedded into the pdf with the link version of that document would be very helpful.

Pricing table variables are currently displayed in dollars format. It would be helpful to be able to switch the format to a percentage or have additional variables in that format.

Pricing table variables are currently displayed in dollars format. It would be helpful to be able to switch the format to a percentage or have additional variables in that format.

see what, exactly, the prospect is going to see prior to sending the document. This feature would also be helpful when using a CRM integration.

We currently have multiple Salesforce instances and need to provide PandaDoc integration to both the main instance and the shared instance.

Include License type and Account Role

Indicate which documents are linked with Salesforce and which are not.

When a document is created through a Deal in Zoho, the name of the deal is used as the document name.

It would be helpful to be able to choose the naming convention for documents created through an integration.