Settings and activity

  1. 2 votes

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    Moira Lavender commented  · 

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

    Moira Lavender shared this idea  · 
  2. 19 votes

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    Moira Lavender supported this idea  · 
  3. 287 votes

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    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.

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    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  · 
  4. 2 votes

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    Moira Lavender supported this idea  · 
  5. 7 votes

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    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.

  6. 193 votes

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    Moira Lavender supported this idea  · 
  7. 4 votes

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    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

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

  8. 2 votes

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    Moira Lavender supported this idea  · 
  9. 126 votes

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    Moira Lavender supported this idea  · 
  10. 7 votes

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    Moira Lavender supported this idea  · 
  11. 16 votes

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    Moira Lavender commented  · 

    Include License type and Account Role

    Moira Lavender supported this idea  · 
  12. 2 votes

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    Moira Lavender shared this idea  · 
  13. 21 votes

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    Moira Lavender supported this idea  · 
  14. 4 votes

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    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

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

  15. 4 votes

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    Moira Lavender supported this idea  · 
  16. 3 votes

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    Moira Lavender supported this idea  · 
  17. 38 votes

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    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.

  18. 4 votes

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    Moira Lavender supported this idea  · 
  19. 5 votes

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    Moira Lavender supported this idea  · 
  20. 71 votes

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    Moira Lavender supported this idea  · 
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