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8 results found

  1. Salesforce true 2 way sync

    90 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Tate Davis commented  · 

    Enable one-source of truth in Salesforce

  2. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Tate Davis shared this idea  · 

  3. Export Contacts List

    57 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Tate Davis supported this idea  · 

  4. Custom roles for different sales teams and users

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Tate Davis shared this idea  · 

  5. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    325 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Tate Davis commented  · 

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount. Choose the number of decimals shown to the viewer.

    Tate Davis shared this idea  · 

  6. Redirect recipient to a custom URL upon completion

    243 votes

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    Idea  ·  33 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Tate Davis commented  · 

    Redirect URL after document is finalized ( set per template or document via API )

  7. Significantly speed up document loading speed, decrease clunky processing times

    5 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Tate Davis commented  · 

    The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    Tate Davis shared this idea  · 

  8. Pricing Table calculations: Excel Formulas.

    430 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Tate Davis commented  · 

    Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    Tate Davis shared this idea  ·