7252 results found
-
Email notification for Sender to verify that the document is sent
email notification that the document is sent
7 votes -
Option to set expiration for link shared with the recipient [Workaround in comments]
Option to set expiration for link shared with the recipient.
4 votes -
jump to the change to see what the effect is of the undo.
When you undo something in a long document the change can happen off screen. It may be beneficial to jump to the change to see what the effect is of the undo.
1 vote -
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.
9 votes -
12 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.
2 votes -
Salesforce: Release notes for recent changes
do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
: but it stopped a while back, it would be great if they started publishing that again7 votes -
Compare Files feature
ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat
3 votes -
1 vote
-
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
3 votes -
Gridlines / Ruler
Would love a gridline or ruler option to overlay on page to help with lining up text & images
26 votes -
4 votes
-
Pulling related lists from Microsoft Dynamics
Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.
1 vote -
Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
Support the X-HTTP-Method-Override header in the API
Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.
We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:
PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/
However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…
1 vote -
Forms refresh to the initial screen after it has been completed
The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc
1 vote -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes -
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
To have this:
1. Level
I.Level 1.14 votes -
Multiple themes when bundling documents
Allow multiple themes when documents are bundled.
20 votes -
Planning Center
Would like to see a supported PD integration with Planning Center.
1 vote
- Don't see your idea?