Settings and activity
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6 votes
AdminSara Rodriguez (Admin, PandaDoc) supported this idea ·
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5 votes
An error occurred while saving the comment -
7 votes
An error occurred while saving the comment AdminSara Rodriguez (Admin, PandaDoc) commented
Be able to hide information until the user hovers their mouse over it
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187 votes
An error occurred while saving the comment AdminSara Rodriguez (Admin, PandaDoc) commented
Be able to drag and drop multiple fields at one time.
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7 votes
An error occurred while saving the comment AdminSara Rodriguez (Admin, PandaDoc) commented
Be able to add a custom subject line when using the bulk send feature.
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56 votes
An error occurred while saving the comment 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.
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48 votes
An error occurred while saving the comment 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
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144 votes
An error occurred while saving the comment AdminSara Rodriguez (Admin, PandaDoc) commented
be able to delete tiles from dashboard
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42 votes
An error occurred while saving the comment AdminSara Rodriguez (Admin, PandaDoc) commented
When using "Saved Messages" the "Message Title" should be the "subject" in the sent PandaDoc document
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55 votes
An error occurred while saving the comment 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.
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86 votes
An error occurred while saving the comment AdminSara Rodriguez (Admin, PandaDoc) commented
Be able to send a document to 2 users that share an email
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359 votes
An error occurred while saving the comment AdminSara Rodriguez (Admin, PandaDoc) commented
The ability to populate today's date in a token
the name of the document created from an opportunity in sfdc includes the template name + customer name