7515 results found
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Log emails sent from PandaDoc in Salesforce
When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.
3 votes -
verify and change name for the signatory, if misspelled. (on a sent document)
In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.
2 votes -
[API] call that will allow customizing the recipient's view
[API] call that will allow customizing the recipient's view.
For example, change the color of button "Start signing".4 votes -
API & QES: Add QES toggle as input parameter to the SEND endpoint
The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint
5 votes -
Remove HTML tags n SalesForce
Would like to have a PD option to remove HTML tags across the variables in SalesForce.
1 vote -
Ability to acquire Canva file with videos
When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc
1 vote -
Assign permissions for users to be able to share templates across workspaces
Assign permissions to share templates
1 vote -
Increase the number of characters for catalog item name
Catalog item names restricted to 120 characters
3 votes -
Create Approver filter in the document list
Create an Approver filter in the document list
1 vote -
Display the email of the secondary form recipient
Display the email of the secondary form recipient for the published form under the form roles.
1 vote -
Navigation Pane [same as Proposify]
- feature that will allow the user and signer to access pages quickly through out th proposal
1 vote -
Manually adjust the size of the whole pricing table: Ability to resize pricing table rows
Ability to resize pricing table rows.
Ability to resize the whole pricing table size to be smaller to fit on the page.
Resizing columns is already possible.24 votes -
content library in mobile app
ability to add contents from the content library in mobile app
6 votes -
Automatically align selected fields
Automatically align selected fields
15 votes -
[Bulk Action] Remove all recipients from a document
Have a button to remove all recipients from a doc, instead of removing one by one.
3 votes -
Update the document currency after it was sent
Option to update the document currency after it was sent (viewed, completed)
3 votes -
AMEX logo for Authorize net
The integration still doesn’t show the Amex logo
11 votes -
Dynamic conditional approval according to roles
Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager
4 votes -
Move Delete Button on Completed Documents
Please move the Delete button on Completed Documents from being right next to the Print Button. Or if the Delete Button is to stay, please offer a prompt to users confirming they are sure they want to delete a Complete Document. Clients have easily and accidentally deleted documents.
3 votes -
End-points for Reports in our public APIs
To be able to Get the total number of the documents within a status ( different statuses) via API
3 votes
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