113 results found
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Linked Content / Content Version Management
Its great to have the file upload option form online storage.
As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.
This would save users time transferring files and PandaDoc paying for additional storage capacity.
It could also allow for content versions to be managed externally.
For exampleyou have a partners logo pdf on Box.Net
this is linked in all the templates you want it to be shown
if you change partners
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1 vote
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Option to Remove AMEX for authorize.net
Option to Remove AMEX as payment option for authorize.net
1 vote -
1 vote
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1 vote
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Moneris
Interested in using the Moneris payment option with PandaDoc
1 vote -
mask payment info from some users
mask payment info from some users
1 vote -
Swiping a card
Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.
1 vote -
1 vote
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1 vote
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1 vote
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Add payment app to completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
1 vote -
1 vote
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