Settings and activity
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2 votes
An error occurred while saving the comment Moira Lavender shared this idea ·
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19 votes
Moira Lavender supported this idea ·
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287 votes
An error occurred while saving the comment Moira Lavender commented
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.
An error occurred while saving the comment Moira Lavender commented
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.
Moira Lavender supported this idea ·
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2 votes
Moira Lavender supported this idea ·
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7 votes
An error occurred while saving the comment Moira Lavender commented
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.
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193 votes
Moira Lavender supported this idea ·
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4 votes
Moira Lavender supported this idea ·
An error occurred while saving the comment Moira Lavender commented
We currently have multiple Salesforce instances and need to provide PandaDoc integration to both the main instance and the shared instance.
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2 votes
Moira Lavender supported this idea ·
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126 votes
Moira Lavender supported this idea ·
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7 votes
Moira Lavender supported this idea ·
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16 votes
An error occurred while saving the comment Moira Lavender commented
Include License type and Account Role
Moira Lavender supported this idea ·
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2 votes
Moira Lavender shared this idea ·
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21 votes
Moira Lavender supported this idea ·
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4 votes
Moira Lavender supported this idea ·
An error occurred while saving the comment Moira Lavender commented
Indicate which documents are linked with Salesforce and which are not.
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4 votes
Moira Lavender supported this idea ·
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3 votes
Moira Lavender supported this idea ·
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38 votes
An error occurred while saving the comment Moira Lavender commented
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.
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4 votes
Moira Lavender supported this idea ·
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5 votes
Moira Lavender supported this idea ·
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71 votes
Moira Lavender supported this idea ·
Shortcode that could be embedded into the pdf with the link version of that document would be very helpful.