5360 results found
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1 vote
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show the part of the page when the conditional rule is applied
show the part of the page when the conditional rule is applied
1 vote -
PandaDoc system document notification
Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document
2 votes -
Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
1 vote
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2 votes
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Expand the interoperability of suggested edits ( comments ) and API
- Add a unique identity to every comment (GUID)
- Add all Comments to the "Get Document Details" API Payload
- Add all Comments to the Webhook Payload
- Add new Webhook events for when comments are added, updated, or deleted
- Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
- Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
- Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
5 votesLindsey Schocke responded
- Add a unique identity to every comment (GUID)
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Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
Add collaborator same way as adding other account roles
Option to invite a Collaborator under Team and seats instead of adding them on the document level
6 votes -
Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
40 votesValeryia Baranava responded
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Add existing document as content block
User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.
3 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
4 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
pricing table recurring
Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.
7 votes -
Restrict Editing of Smart Content similar to Content Locking
Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.
We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.
5 votes -
Ascending/Descending document status
Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".
4 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
3 votes -
Swap multiple fields at once
The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)
1 vote -
remove the owner from being copied on every notification for all licenses
Remove the owner from being copied on every notification for all licenses
3 votes -
Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
9 votes
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