Settings and activity

  1. 5 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    the name of the document created from an opportunity in sfdc includes the template name + customer name

  2. 160 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to drag and drop multiple fields at one time.

  3. 7 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to add a custom subject line when using the bulk send feature.

  4. 37 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When you create a document from a template, the approver on the template level is inherited. It would be nice to be able to create a document from a template and at this point get to choose who the document approver is. This way you don't need to keep changing the approver on the template level.

  5. 113 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Change font within a text field in EV2

  6. 24 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Allow fields to remain in a fixed position within a table. If a row is removed or added to a table, it would be preferred that the fields remain in the section within the table

  7. 119 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    be able to delete tiles from dashboard

  8. 37 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When using "Saved Messages" the "Message Title" should be the "subject" in the sent PandaDoc document

  9. 42 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When Exporting Report CSV, allow for time zone changes. Right now, it captures UTC time, but this is inconvenient for someone on US EST.

  10. 168 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to edit the size of the numbers in pricing table

  11. 75 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to send a document to 2 users that share an email