6444 results found
-
Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}13 votes -
Auto-populate Variables when Document is Created
Auto-populate contact info into Variables when a document is created directly from a contact.
1 vote -
1 vote
-
Inbox, filter by status for documents
Filter documents in Inbox by status
4 votes -
Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
5 votes -
Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
7 votes -
Option to convert /transfer info of normal table to the pricing table
Option to convert /transfer info of normal table to the pricing table.
-Will allow to convert or tranfer the data from a table to the pricing table
4 votes -
4 votes
-
6 votes
-
Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace
Document sequencing in a second workspace works with a shared template from first workspace
2 votes -
Ability to populate approver's name via variable.
Ability to populate approver's name via variable.
2 votes -
2 votes
-
Support Custom VidYard URLs
Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.
2 votes -
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
3 votes -
Auto assign roles with Field Tag Recognition
Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.
It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:
{signature.client_1}
3 votes -
Bulk send feature for forms similar to the feature for the documents.
Bulk send feature for forms similar to the feature for the documents.
1 vote -
Allow sending emails from our own domain
Allow us to send via our own domains via domain verification (DKIM, SPF and such).
The recipient experience will be greater and they will feel more secure in opening it.
1 vote -
Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
7 votes -
Version history - export/download templates / Ability to print changed versions within PandaDoc UI
version history ability to print changed versions within PandaDoc UI
Provided workaround to print from webpage and change the size of the document.5 votes -
Mapping in API
Mapping in API
Option to map via API
2 votes
- Don't see your idea?