Settings and activity
132 results found
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79 votes
Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!
Moira Lavender supported this idea ·
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2 votes
An error occurred while saving the comment -
6 votes
An error occurred while saving the comment Attach more than one Salesforce Account to a single PandaDoc account.
An error occurred while saving the comment 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
An error occurred while saving the comment Shortcode that could be embedded into the pdf with the link version of that document would be very helpful.
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24 votes
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389 votes
Hi,Â
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
An error occurred while saving the comment 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 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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13 votes
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20 votes
An error occurred while saving the comment 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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270 votes
Hi,
Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available!
You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be moved, assigned or deleted all at once.
Learn more about this functionality here.
Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all really soon. Stay tuned!
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8 votes
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173 votes
Hi. 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! -
48 votes
Hi there! 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! -
31 votes
An error occurred while saving the comment Include License type and Account Role
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2 votes
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34 votes
Hi. 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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6 votes
An error occurred while saving the comment Indicate which documents are linked with Salesforce and which are not.
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5 votes
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12 votes
An error occurred while saving the comment sign into the users account through your admin account to reset passwords.
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5 votes
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74 votes
Hi! 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!An error occurred while saving the comment 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.
For example, accidentally moving a template from the main folder to a subfolder