486 results found
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Map Number Sequence in Fields
map the sequence number to a field WITHIN the document
2 votes -
PandaDoc <> Insightly Roles and Permissions
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
2 votes
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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 -
Easier way to send reminders
- will allow the user to have the option on manage and action button using the ellipsis
2 votes -
Change contact's color in list
Customer would like to change the contact's color in their PandaDoc contact list
2 votes -
Server in Saudi Arabia
Server in Saudi Arabia
2 votes -
Option to get the links of all documents created when downloading in CSV file
- option for the user to get the link of all of the created document via downloading it in csv
2 votes -
2 votes
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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 -
Ability to tag a client within the saved message.
Ability to tag a client within the saved message.
2 votes -
Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
Edit the department options that appear when new users join PandaDoc
Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.
2 votes -
Receive Emails, Notifications, Text for any Product Updates
Receive an email or text if there are new implemented feature changes/updates.
2 votes -
2 votes
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Reporting: pull report on the document value/deal value after the document has been completed
Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.
2 votes -
Sending PandaDoc's in bulk with verification code
Sending PandaDoc's in bulk with verification code
2 votes -
Ability for users to subscribe to separate plans
the ability for users to subscribe to a different plan while part of a workspace from another account
2 votes -
save font and spacing when the document is exported into docx file
save font and spacing when the document is exported into docx file
2 votes
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