5386 results found
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Require opportunity approval in order to allow a user to send a document
Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.
1 vote -
Remove Email Notifications When Sending on Behalf
Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.
5 votes -
4 votes
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[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
4 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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3 votes
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Braintree
Ability to use braintree as a payment gateway
4 votes -
MS Dynamics - Ability to update document info
Need the ability to update an existing draft document with data from a MS Dynamics record.
3 votes -
Simplify the Stripe checkout process for in-person signing
All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.
It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.
3 votes -
1 vote
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2 votes
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Separate Tag column in document list
Separate column where tags are listed when viewing documents in the list view.
1 vote -
API: field tags
To set which from several identical field tags will be populated automatically;
To set date field tag with the date of the opening the document by the client automatically.
3 votes -
1 vote
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4 votes
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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4 votes
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5 votes
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1 vote
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Update Document Title when Email Subject with Title is Updated
It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.
1 vote -
Adding tag qualifies as document modification
When tag is applied the date modified time stamp should update. This would allow for better reporting.
4 votes
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