3804 results found
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Webhook fire on document name changes
It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.
1 vote -
Revolut payment gateway
Adding Revolut payment gateway to PandaDoc's integration.
5 votes -
Ability to capture recipient name together with signature field.
Ability to capture recipient name together with signature field.
1 vote -
Ability to move pages between two bundle document
Move pages between two bundle document
5 votes -
Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
1 vote -
[Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes
- Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
1 vote -
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.
7 votes -
For recipient - Ability to view all documents in one place.
For recipient - Ability to view all documents in one place.
1 vote -
1 vote
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Note for partial payment amount
The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)
-This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.
6 votes -
restrict downloading of the completed document
restrict downloading of the completed document
6 votes -
Change a color of one of two headers in the pricing table
Change a color of one of two headers in the pricing table
1 vote -
Blank page does NOT appear when using smart content with multiple pages.
Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.
5 votes -
Automated Escalation Process: if the document is not approved in 24h, send the document to another approver
automated escalation process for the approval of documents
i.e. if the document is not approved in 24h, send the document to another approver
4 votes -
Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
5 votes -
1 vote
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1 vote
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Form URL device verification
The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton
1 vote -
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 vote
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