486 results found
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salesforce return to parent object from child
This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.
1 vote -
2 votes
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conditional rule for text field
conditional rule for text field
9 votes -
Favicon in PandaDoc
Ability to setup Favicon
1 vote -
1 vote
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Payment scheduling on QB
The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.
1 vote -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes -
Expiring soon list of documents need to be more than two weeks
The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.
1 vote -
1 vote
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Designate a member to have access to a specific document only
The customer requests the capability to upload a document or file and designate only one member to see the uploaded document or template file.
1 vote -
1 vote
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1 vote
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multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
9 votes -
Resending document and voiding them
Customer would like to have an option to resend a document marking it as void
1 vote -
Native Video Recorder in Pandadoc
A way to record a video within the PandaDoc platform and make it available to the customer including the offer.
2 votes -
Combining PDFs
combine pdfs in single file
2 votes -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
automatically insert a URL link into a downloaded PDF
Automatically insert a URL link into the downloaded PDF so customers can click the link to sign a proposal.
1 vote -
PDF copies of PandaDoc Help Center articles
PDF copies of PandaDoc Help Center articles
1 vote -
Cuztomize email notification
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
2 votes
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