5384 results found
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Presentation mode on the Recipients side
When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
How can we change the standard viewing settings for the recipient?3 votes -
Edit the way total is calculated in Quotes (possibility to add or subtract the recurring payments)
Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)
1 voteLindsey Schocke responded
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Ability to generate URL for filtered documents list or set up default filtering options on workspace level
I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters
2 votes -
Be able to filter docs by "approved" within a certain time period.
After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.
3 votes -
Select Image
Adding Mulitple Choice Options for Images. Maybe with Radio Buttons.
2 votes -
Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
353 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Generate links for documents in bulk, generate and send via links for bulk send
Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.
10 votesValeryia Baranava responded
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Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
9 votes -
Add an empty value to the content placeholder
Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)
3 votes -
4 votes
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Ability to make radio buttons look like checkboxes.
Set up checkboxes with logic to select at least one for W9 forms.
"Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"
5 votes -
play video in presentation mode after the document is sent
play video in presentation mode after the document is sent
They like to send presentations with the video and content to their clients and review the document together while on a call.
Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q5 votes -
analytics activity - viewed
My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.
2 votes -
Yes or no option as a fillable field
yes or no option as a fillable field
2 votes -
27 votes
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update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
5 votes -
Saved messages for Approval process: custom notification for approval
saved messages for Approval process
10 votes -
1 vote
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Webhook for entire account
I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.
I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.
Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?
1 vote -
2 votes
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