489 results found
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Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
1 vote
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1 vote
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1 vote
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Hide documents from others
Hide created documents from other members within the workspace
1 vote -
Use a corporate name instead of a person's first and last name in contacts/recipient
hi,
i often send document for a signature of a coporate contract.
but the existing box are only first and last name.. it is missing corporate name for such a use.i think it could be great to add this field
1 vote -
1 vote
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Reporting to display email delivery rate.
Reporting to display email delivery rate.
1 vote -
Set Saved Messages for Specific Users
Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.
1 vote -
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 -
Favicon in PandaDoc
Ability to setup Favicon
1 vote -
Option not to save the recipients' emails automatically to the Contacts
We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.
1 vote -
Payment scheduling on QB
The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.
1 vote -
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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1 vote
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1 vote
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Resending document and voiding them
Customer would like to have an option to resend a document marking it as void
1 vote -
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
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